Wells Fargo

Business Relationship Support Specialist

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Massachusetts • New York • United States

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Salary

💰 $60,000 - $109,000 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
  • 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
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Applicant Tracking System Keywords

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

Hard Skills & Tools
Business Relationship SupportAnalytical skillsCustomer serviceRisk managementLoss preventionAnti Money Laundering (AML)Bank Secrecy Act (BSA)Treasury experienceMicrosoft OfficeCross-sell opportunities
Soft Skills
LeadershipAttention to detailCustomer relationship developmentIndependent judgmentCollaborationConsultationProblem-solvingCommunicationDecision-makingProcess improvement