Business Relationship Support Specialist

Wells Fargo•Portland, OR

3d•$66,000 - $100,000•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, 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 the designated portfolio, and verify compliance and report 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 also develop expertise in the policies, procedures, and compliance requirements, handle complex customer issues including escalation and resolution, and lead the team as a subject matter expert for the department. Collaboration and consultation with peers, colleagues, and managers to resolve issues and achieve goals is expected. You will interact with internal customers, 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

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
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 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