Business Relationship Support Specialist

Wells Fargo•Birmingham, AL

6d•$60,000 - $91,000•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Specialist within Commercial Banking. 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 your designated portfolio. Responsibilities include verifying compliance, reporting identified issues for resolution, and making 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. The role involves handling complex customer issues, including escalation and resolution, leading teams, and serving 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. Independent judgment will be exercised while developing knowledge of 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

Wholesale/Middle Market/ Commercial banking products and services experience
Knowledge and understanding of sales or client support, general banking, or treasury management
Knowledge and understanding of middle market commercial banking
Prior Client Service Officer, Account Manager or Relationship Associate experience
Knowledge and understanding of Regulatory Risk and Compliance policies and programs
Experience leveraging technology, automation, or AI tools to improve productivity, efficiency, and decision-making.
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
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
Project management/leadership skills
Exposure to Treasury Management Products
Experience/knowledge of BSA AML customer onboarding requirements
Sense of urgency

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