Business Relationship Support Manager

Wells Fargo Bank•Boston, MA

6d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Manager as part of the Commercial Bank. In this role, you will manage the relationship support function for an assigned team or office, overseeing the end-to-end customer experience including onboarding and extensive problem-solving. You will participate in identifying and maximizing growth opportunities and on-site calls with Relationship Managers. Responsibilities include overseeing customer due diligence operations, which may involve the initiation and accuracy of loan documentation processes and the implementation of treasury products, all while adhering to policy and regulatory requirements. You will also oversee a compliance monitoring program, evaluate its results, ensure satisfactory ratings on all audits, and work with business management to resolve issues and address deficiencies. This role requires completing all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning. You will make decisions and resolve issues for the operations of the business relationship team to meet objectives, interpret and develop policies and procedures to implement compliance and resolve issues, and collaborate and influence professionals at all levels. Additionally, you will lead a team to achieve objectives, manage the allocation of people and financial resources, and mentor and guide the talent development of direct reports, assisting in hiring talent.

Requirements

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

Nice To Haves

Customer service focus with the ability to balance needs of clients, shareholders, and employees
Knowledge of Commercial Banking (CB) and Corporate & Investment Banking (CIB) clients
Understanding of Commercial Banking processes and systems
Understanding of CB and CIB KYC, BSA/AML and Financial Crimes policies and processes
Foundational knowledge of fraud management and risk management process and procedures
Ability to interact and negotiate with all levels of an organization
Strong collaboration skills
Strong partnering skills
Leadership experience including leading and developing staff
Strong negotiation skills
Strong change management skills
Strong presentation skills
Excellent verbal, written, and interpersonal communication skills

Responsibilities

Manage the relationship support function for an assigned team or office
Manage the end-to-end customer experience including onboarding and extensive problem-solving
Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
Identify and recommend opportunities for process improvement and risk control development
Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies
Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning
Make decisions and resolve issues for operations of the business relationship team to meet objectives
Interpret and develop policies and procedures to implement compliance and to resolve issues
Complete required assessments, training, and affirmations in accordance with bank policies and audit requirements, including Business Continuity Planning
Collaborate and influence all levels of professionals including experienced managers
Lead team to achieve objectives
Manage allocation of people and financial resources for Business Relationship Support
Mentor and guide talent development of direct reports and assist in hiring talent