About this role:
Wells Fargo is seeking a Business Relationship Support Specialist in Commercial Bank. Learn more about the career areas and lines of business at www.wellsfargojobs.com
In this role, you will:
- Support complex or large portfolio of customers and share leadership role with relationship managers and customer support manager in managing a portfolio of accounts
- Assist with components of audit or compliance reviews and exams
- Maintain policy manuals and Business Continuity Plan documentation
- Handle complex customer issues including escalation and resolution
- Solve issues with various operations centers, internal bank departments and outside vendors
- Identify prospective opportunities to market and oversee non credit products to new or existing customers
- Prepare presentations, materials and serve as a subject matter expert for the department
- Provide new hire and ongoing systems, processes, policies and procedures training
- Train and mentor less experienced Relationship Associates
- Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures
- Make decisions on complex customer issues and problems
- Partner with customer service manager to resolve issues and provide status updates on implementations
- Collaborate with executives, management, relationship managers and other internal partners or business lines
- Mentor to less experience individuals and may assist with their development
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
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#commercialbanking
Location:
Pay Range:
Palo Alto – 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 not available for this position.
