Wells Fargo

Business Relationship Support Specialist

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: VancouverCanada

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Salary

💰 CA$63,000 - CA$103,000 per year

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 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

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
  • Bachelor's Degree in Business, Economics, Finance or equivalent
  • Experience in business relationship or client support role in commercial banking
Benefits
  • Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business relationship supportprocess improvementdecision analysisprofitability evaluationrisk assessmentcompliance verificationissue resolutioncustomer account managementsubject matter expertisecommercial banking experience
Soft Skills
leadershipcollaborationcommunicationindependent judgmentproblem-solvingconsultationteam leadershipcustomer interactionaccountabilitygoal achievement