Wells Fargo

Business Relationship Support Specialist

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Irvine • California • United States

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Salary

💰 $72,000 - $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
  • Experience supporting commercial banking clients, preferably with Specialized Industries or complex portfolios
  • Knowledge of onboarding, account maintenance, and client servicing processes in a regulated financial environment
  • Familiarity with risk management, compliance, and documentation requirements(e.g., onboarding, due diligence, ongoing maintenance)
  • Strong organizational skills with the ability to manage multiple priorities and meet service level expectations
  • Effective communication skills and the ability to partner with Relationship Managers and internal stakeholders
  • Proficiency with internal banking systems and tools used to support client onboarding and servicing (or ability to learn quickly)
  • Knowledge of Wells Fargo's products and services and ability to identify opportunities to support customer growth
  • Strong organizational skills with attention to detail in documentation, policy, and business continuity planning
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 Supportonboarding processesaccount maintenanceclient servicing processesrisk managementcompliance requirementsdocumentation requirementsprofitability analysisprocess improvementbusiness continuity planning
Soft Skills
leadershiporganizational skillseffective communicationindependent judgmentcollaborationproblem-solvingattention to detailcustomer servicedecision-makingconsultation