Business Relationship Support Specialist

Wells Fargo•Tampa, FL

17h•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Specialist in Middle Market within Commercial Bank. This role involves being accountable for a complex portfolio of customers and sharing a leadership role with managers to oversee a portfolio of accounts. The specialist will identify opportunities for process improvements, review and analyze the decision process for customer accounts, and evaluate the profitability and risk of designated portfolios. They will also verify compliance and report identified issues for resolution, making decisions on complex customer issues. The position requires partnering with managers to resolve issues, providing status updates on implementations, and developing expertise in policies, procedures, and compliance requirements. The specialist will handle complex customer issues, including escalations, lead the team, and serve as a subject matter expert for the department. Collaboration and consultation with peers, colleagues, and managers are essential to resolve issues and achieve goals, interacting with internal customers and exercising independent judgment 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

Strong experience supporting complex or large portfolios of business customers
Demonstrated ability to partner closely with relationship managers, customer support managers, partners, and senior leaders
Self-motivated and proactive, with the ability to independently manage priorities, identify issues, and drive solutions with minimal supervision
Treasury Experience
Solid understanding of regulatory, audit, and compliance requirements within a financial services environment
Proven ability to manage and resolve complex customer issues, including escalations
Experience coordinating across operations centers, internal bank partners, and external vendors
Knowledge of Wells Fargo's products and services and ability to identify opportunities to support customer growth
Strong presentation and communication skills with experience serving as a subject matter expert
Ability to manage high operating exposure portfolios and support complex transaction execution
Strong organizational skills with attention to detail in documentation, policy, and business continuity planning
Knowledge of various systems used to support Commercial Banking clients including: Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP, and 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