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Business Relationship Support Specialist

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, New York

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

72000.00 - 109000.00 USD / Year
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Job Description:

Wells Fargo is seeking a Business Relationship Support Specialist in Technology Division as part of Commercial Banking. In this role, you will 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.

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
  • 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

Nice to have:

  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
August 15, 2025

Expiration:
August 18, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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