Business Relationship Support Specialist

Wells Fargo

. Be accountable for a complex portfolio of customers .

Posted 5/13/2026full-timeWest Covina • California • 🇺🇸 United StatesJuniorMid-Level💰 $72,000 - $109,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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 managementProblem-solvingCollaborationCommunicationIndependent judgmentConsultationDecision-makingProcess improvement