Business Relationship Support Specialist, Wells Fargo

Business Relationship Support Specialist

Wells Fargo

Location:
United States, Jacksonville ▼
Orlando

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. This role involves managing complex customer portfolios, ensuring compliance, identifying process improvements, and serving as a subject matter expert for the department.

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 demonstrated through work experience, training, military experience, or education
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 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

Nice to have:

Customer service experience
Ability to provide strong customer service and develop customer relationships

Additional Information:

Job Posted:
September 05, 2025

Expiration:
September 10, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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