Business Relationship Support Specialist

Business Relationship Support Specialist

Wells Fargo is seeking a Business Relationship Support Specialist supporting Wells Fargo Commercial Bank.

In this role, you will:

1. Be accountable for a complex portfolio of customers
2. Share leadership role with managers to oversee a portfolio of accounts
3. Identify opportunity for process improvements within the portfolio
4. Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
5. Verify compliance and report identified issues for resolution
6. Make decisions on complex customer issues
7. Partner with managers to resolve issues and provides status updates on implementations
8. Develop expertise in the policies, procedures, and compliance requirements
9. Handle complex customer issues which include escalation and resolution
10. Lead team and serve as a subject matter expert for the department
11. Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
12. Interact with internal customers
13. Receive direction from leaders
14. 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 business banking compliance controls, risk management, and loss prevention
• Knowledge and understanding of middle market commercial banking
• Customer service focus with the ability to listen to customer needs and recommend solutions
• Treasury experience
• 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
• Strong attention to detail and accuracy skills
• Strong organizational, multi-tasking, and prioritizing skills
• Ability to take initiative, identify opportunities and implement change
• Knowledge and understanding of commercial credit: operations
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

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 10% of the time
• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Location: 4141 Inland Empire Blvd. Ontario, CA 91764

Pay Range: Ontario – California Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations)

Relocation assistance is not available for this position.

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement