Bilingual Business Relationship Support Specialist, Wells Fargo

Wells Fargo

Location:
Canada, Montreal ▼
Toronto

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Bilingual Business Relationship Support Specialist in Market Coverage team supporting the customers part of the In-Market portfolio as part of the Commercial Bank Group. The role is for a vacancy in our Montreal or Toronto office.

Job Responsibility:

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

Requirements:

2+ years of Business Relationship Support experience or equivalent
Bilingual in French and English
Customer service focus with ability to listen to customer needs and recommend solutions
Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
Ability to work effectively and independently in a team environment
Treasury Management experience
Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
Ability to manage client relationships
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Strong attention to detail and accuracy skills
Strong organizational, multi-tasking, and prioritizing skills
Previous experience as Commercial Relationship Manager or Customer Services Officer
Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
Experience with partner/collaboration efforts with Commercial Banking Group and/or a Wholesale group
Extensive knowledge and understanding of commercial or specialty group servicing operations
Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, BLAST, Relationship View and Service View

Nice to have:

Customer service focus with ability to listen to customer needs and recommend solutions
Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
Treasury Management experience
Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
Previous experience as Commercial Relationship Manager or Customer Services Officer
Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
Experience with partner/collaboration efforts with Commercial Banking Group and/or a Wholesale group
Extensive knowledge and understanding of commercial or specialty group servicing operations
Knowledge of various systems used to support Commercial Banking clients

What we offer:

Equal opportunity employment
Accommodations for applicants with disabilities available upon request
Medical accommodation during application or interview process
Drug free workplace

Additional Information:

Job Posted:
September 03, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Bilingual Business Relationship Support Specialist