Business Relationship Support Specialist

Wells Fargo Bank•Irvine, CA

3d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Specialist within Wells Fargo 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 your designated portfolio. You will also verify compliance and report identified issues for resolution, make decisions on complex customer issues, and partner with managers to resolve issues and provide status updates on implementations. This role requires developing expertise in policies, procedures, and compliance requirements, handling complex customer issues including escalation and resolution, 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 while exercising independent judgment. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

Nice To Haves

Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
Knowledge and understanding of middle market commercial banking
Customer service focus with the ability to listen to customer needs and recommend solutions
Treasury experience
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
Strong attention to detail and accuracy skills
Strong organizational, multi-tasking, and prioritizing skills
Ability to take initiative, identify opportunities and implement change
Knowledge and understanding of commercial credit: operations

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