Business Relationship Support Specialist
About The Position
About this role: Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com Candidates should be highly motivated self-starters with a desire to deliver excellent customer service to Commercial Banking clients in the Miami area. Role will involve supporting clients through onboarding, day to day servicing requests, and acting as liaison with internal partners such at GPL to implement Treasury Services. In this role, you will: 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
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
Nice To Haves
- Knowledge and understanding of middle market commercial banking
- Bilingual Spanish and English is preferred
- 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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
