Business Relationship Support Specialist

Wells Fargo•Palo Alto, CA

2d•$72,000 - $109,000•Hybrid

About The Position

About this role: Wells Fargo is seeking a Business Relationship Support Specialist in Commercial Bank. Learn more about the career areas and lines of business at www.wellsfargojobs.com In this role, you will: Support complex or large portfolio of customers and share leadership role with relationship managers and customer support manager in managing a portfolio of accounts Assist with components of audit or compliance reviews and exams Maintain policy manuals and Business Continuity Plan documentation Handle complex customer issues including escalation and resolution Solve issues with various operations centers, internal bank departments and outside vendors Identify prospective opportunities to market and oversee non credit products to new or existing customers Prepare presentations, materials and serve as a subject matter expert for the department Provide new hire and ongoing systems, processes, policies and procedures training Train and mentor less experienced Relationship Associates Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures Make decisions on complex customer issues and problems Partner with customer service manager to resolve issues and provide status updates on implementations Collaborate with executives, management, relationship managers and other internal partners or business lines Mentor to less experience individuals and may assist with their development

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 Management experience
Ability to manage client relationships
Excellent verbal, written, and interpersonal communication skills
Advanced 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
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, BLAST, Relationship View, Service View, SVP & WICE

Responsibilities

Support complex or large portfolio of customers and share leadership role with relationship managers and customer support manager in managing a portfolio of accounts
Assist with components of audit or compliance reviews and exams
Maintain policy manuals and Business Continuity Plan documentation
Handle complex customer issues including escalation and resolution
Solve issues with various operations centers, internal bank departments and outside vendors
Identify prospective opportunities to market and oversee non credit products to new or existing customers
Prepare presentations, materials and serve as a subject matter expert for the department
Provide new hire and ongoing systems, processes, policies and procedures training
Train and mentor less experienced Relationship Associates
Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures
Make decisions on complex customer issues and problems
Partner with customer service manager to resolve issues and provide status updates on implementations
Collaborate with executives, management, relationship managers and other internal partners or business lines
Mentor to less experience individuals and may assist with their development