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Wells Fargo

Business Relationship Support Specialist

Posted 9 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
60K-109K Annually
Junior
Hybrid
Charlotte, NC, USA
60K-109K Annually
Junior
About this role:
Wells Fargo is seeking a Business Relationship Support Specialist in Technology Division as part of Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com
In this role, you will:
  • 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

Required Qualifications:
  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to provide strong customer service and develop customer relationships
  • Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
  • Treasury experience
  • Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
  • Ability to manage client relationships
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

Job expectations:
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • Ability to travel up to 10% of the time

Location:
  • 500 W 33rd. Street - Hudson Yards, New York 10001
  • 550 S Tryon Street- Charlotte, North Carolina 28202
  • 125 High Street-Boston, Massachusetts 02110
  • 1100 Abernathy Road- Atlanta, Georgia 30328

Required location listed above. Relocation assistance is not available for this position.
Pay Range:
New York-New York Pay Range: $72,000 - $109,000 USD annual (this range may not be applicable to other locations)
Charlotte-North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations)
Boston -Massachusetts Pay Range: $72,000 - $109,000 USD annual (this range may not be applicable to other locations)
Atlanta-Georgia Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations)

Top Skills

Compliance Controls
MS Office
Risk Management

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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