Business Relationship Support Specialist at Wells Fargo
Birmingham, Alabama, USA -
Full Time


Start Date

Immediate

Expiry Date

08 Nov, 25

Salary

0.0

Posted On

09 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Outlook, Regulatory Risk, Treasury Management, Training, Microsoft Office, Excel, Commercial Banking

Industry

Banking/Mortgage

Description

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:

  • Wholesale/Middle Market/ Commercial banking products and services experience
  • Knowledge and understanding of sales or client support, general banking, or treasury management
  • Knowledge and understanding of middle market commercial banking
  • Prior Client Service Officer, Account Manager or Relationship Associate experience
  • Knowledge and understanding of Regulatory Risk and Compliance policies and programs
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong attention to detail and accuracy skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Project management/leadership skills
  • Exposure to Treasury Management Products
  • Experience/knowledge of BSA AML customer onboarding requirements
  • Sense of urgenc
Responsibilities

Wells Fargo is seeking a Business Relationship Support Specialist within Commercial Banking. 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:

  • Wholesale/Middle Market/ Commercial banking products and services experience
  • Knowledge and understanding of sales or client support, general banking, or treasury management
  • Knowledge and understanding of middle market commercial banking
  • Prior Client Service Officer, Account Manager or Relationship Associate experience
  • Knowledge and understanding of Regulatory Risk and Compliance policies and programs
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong attention to detail and accuracy skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Project management/leadership skills
  • Exposure to Treasury Management Products
  • Experience/knowledge of BSA AML customer onboarding requirements
  • Sense of urgency

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
Loading...