Business Relationship Support Specialist

Wells Fargo & Company•Irvine, CA

1d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Specialist in SI Commercial Auto as part of Commercial Banking. In this role, you will be accountable for a complex portfolio of customers, share a leadership role with managers to oversee a portfolio of accounts, and identify opportunities for process improvements within the portfolio. You will review and analyze the decision process for customer accounts, evaluate the profitability and risk of your designated portfolio, and verify compliance, reporting identified issues for resolution. You will make decisions on complex customer issues, partner with managers to resolve issues, and provide status updates on implementations. You will develop expertise in the policies, procedures, and compliance requirements, and handle complex customer issues which include escalation and resolution. You will also lead teams and serve as a subject matter expert for the department, collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal customers. You will receive direction from leaders and 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
Customer service focus with the ability to listen to customer needs and recommend solutions
Strong analytical skills with high attention to detail and accuracy
Ability to provide strong customer service and develop customer relationships
Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
Treasury experience
Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
Ability to manage client relationships
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

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