Business Relationship Support Specialist

Wells Fargo Bank•Charlotte, NC

3d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Specialist in the Commercial Bank to provide client servicing, portfolio support, and operational support for commercial banking relationships. The specialist serves as a key point of contact for client requests and helps deliver an accurate, timely, and consistent client experience. The role calls for sound judgment, accountability, organization, and the ability to manage competing priorities across multiple stakeholders. The specialist supports a complex portfolio of customers, shares portfolio oversight with managers, evaluates customer-account decision processes and portfolio profitability and risk, and makes decisions on complex customer issues. The role also involves identifying process improvements, verifying compliance, reporting issues for resolution, coordinating implementation updates, handling escalations, and serving as a departmental subject matter expert. The position is based at the listed Charlotte, North Carolina location and offers a hybrid work schedule. Relocation assistance is not available, and the position is not eligible for visa sponsorship. This role may be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards. The position is subject to Wells Fargo's applicable risk, compliance, and policy requirements, including possible requirements related to outside activities or personal investing.

Requirements

At least 2 years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Ability to support multiple client relationships and operational requests simultaneously.
Ability to develop effective working relationships with Relationship Managers, clients, and internal business partners.
Ability to work independently within established policies, procedures, risk controls, and escalation protocols.
Commitment to delivering an accurate, responsive, and high-quality client experience.

Nice To Haves

Experience in commercial banking, business banking, middle market banking, client servicing, relationship support, or a comparable financial-services environment.
Experience supporting commercial clients through onboarding, account opening and maintenance, treasury or deposit servicing, documentation, and issue resolution.
Knowledge of Anti-Money Laundering, Bank Secrecy Act, customer due diligence, operational controls, and risk-management requirements.
Strong client-service and relationship-management skills, including understanding client needs, coordinating solutions, and building effective stakeholder partnerships.
Strong critical-thinking, problem-solving, and decision-making skills, including sound judgment and appropriate escalation of risk or servicing issues.
Demonstrated accountability, attention to detail, and ability to manage competing priorities and deadlines in a fast-paced environment.
Strong verbal, written, and interpersonal communication skills and ability to work independently and collaborate across multiple teams.
AI fluency, including experience using AI-enabled productivity tools and digital technologies to streamline workflows, improve efficiency, support decision-making, or enhance client-service outcomes.

Responsibilities

Be accountable for a complex portfolio of customers.
Share a leadership role with managers in overseeing a portfolio of accounts.
Identify opportunities for process improvements within the portfolio.
Review and analyze customer-account decision processes and evaluate the profitability and risk of a designated portfolio.
Verify compliance and report identified issues for resolution.
Make decisions on complex customer issues.
Partner with managers to resolve issues and provide status updates on implementations.
Develop expertise in applicable policies, procedures, and compliance requirements.
Handle complex customer issues, including escalation and resolution.
Lead the 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 and receive direction from leaders.
Exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.
Support multiple client relationships and operational requests simultaneously.
Develop effective working relationships with Relationship Managers, clients, and internal business partners.
Operate independently within established policies, procedures, risk controls, and escalation protocols.
Deliver an accurate, responsive, and high-quality client experience.
Execute applicable risk programs, follow policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.