Business Relationship Support Specialist

Wells Fargo

full-time

Posted on: 9/6/2025

Origin: • 🇺🇸 United States • Florida

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JuniorMid-Level

About the role

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 provide status updates on implementations
Develop expertise in policies, procedures, and compliance requirements
Handle complex customer issues including 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 and receive direction from leaders

2+ years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education
Customer service focus with the ability to listen to customer needs and recommend solutions
Customer service experience
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
Not eligible for Visa sponsorship (position is not eligible)
Must provide information and abide by Wells Fargo Personal Account Dealing Team policies regarding outside activities/personal investing if hired