Business Relationship Support Specialist at Wells Fargo
Concord, CA 94520, USA -
Full Time


Start Date

Immediate

Expiry Date

08 Nov, 25

Salary

72000.0

Posted On

09 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Microsoft Office, Excel, Training, Outlook, Anti Money Laundering, Aml, Blast, Commercial Banking, Communication Skills, Bank Secrecy Act, Cornerstone, Customer Service

Industry

Banking/Mortgage

Description

PAY RANGE:

Concord - California Pay Range: $72,000 - $109,000 USD annual (this range may not be applicable to other locations)
Required location listed above. Relocation assistance is available for this position.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • Knowledge and understanding of middle market commercial banking
  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
  • Treasury Management experience
  • Ability to manage client relationships
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced Microsoft Office (Word, Excel, and Outlook) skills
  • Strong attention to detail and accuracy skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Face-to-face customer service experience
  • Extensive knowledge and understanding of Commercial or specialty group servicing operations
  • Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, BLAST, Relationship View, Service View, SVP & WIC
Responsibilities

Wells Fargo is seeking a Business Relationship Support Specialist in Middle Market within Commercial Bank. Learn more about the career areas and lines of business at www.wellsfargojobs.com

In this role, you will:

  • Be accountable for a complex portfolio of customers
  • Share leadership role with managers to oversee a portfolio of accounts
  • Identify opportunity for process improvements within the portfolio
  • Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
  • Verify compliance and report identified issues for resolution
  • Make decisions on complex customer issues
  • Partner with managers to resolve issues and provides status updates on implementations
  • Develop expertise in the policies, procedures, and compliance requirements
  • Handle complex customer issues which include escalation and resolution
  • Lead team and serve as a subject matter expert for the department
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Knowledge and understanding of middle market commercial banking
  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
  • Treasury Management experience
  • Ability to manage client relationships
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced Microsoft Office (Word, Excel, and Outlook) skills
  • Strong attention to detail and accuracy skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Face-to-face customer service experience
  • Extensive knowledge and understanding of Commercial or specialty group servicing operations
  • Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, BLAST, Relationship View, Service View, SVP & WICE

Job expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • Ability to travel up to 5% of the time
  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

commercialbanking

Location:

  • 1655 Grant Street - Concord, California 94520
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