Business Relationship Support Specialist

Wells Fargo Bank•Philadelphia, PA

2d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. In this role, you will be accountable for a complex portfolio of customers, sharing a leadership role with managers to oversee a portfolio of accounts. You will identify opportunities for process improvements, review and analyze the decision process for customer accounts, and evaluate the profitability and risk of the designated portfolio. You will also verify compliance, report identified issues for resolution, and make decisions on complex customer issues. You will partner with managers to resolve issues and provide status updates on implementations, developing expertise in policies, procedures, and compliance requirements. You will handle complex customer issues, including escalation and resolution, lead teams, and serve as a subject matter expert for the department. You will collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, interact with internal customers, and receive direction from leaders. You will exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Requirements

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

Nice To Haves

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 experience
Ability to manage client relationships
Face-to-face customer service experience
Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group
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, WCAO, Relationship View, Service View, SVP & WICE

Responsibilities

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