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Relationship Support Specialist

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Customer Service

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Contract Type:
Employment contract

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Salary:

60000.00 - 100000.00 USD / Year

Job Description:

The Relationship Support Specialist will provide comprehensive customer transfer support for an assigned group of markets and/or divisions, ensuring a seamless and efficient experience. Collaborate closely with team members across various job families to deliver cohesive and informed service. Act as a consultant to front office team members by gaining a deep understanding of their needs and offering training on the transfer process when necessary. Foster a strong, collaborative environment within a close-knit team, working together to support one another and drive collective success.

Job Responsibility:

  • Be accountable for supporting an assigned group of markets and/or divisions with their customer transfer needs
  • Identify opportunity for process improvements within the portfolio
  • 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

Nice to have:

  • Experience and expertise in various Commercial Banking systems, including WCIS, Hogan, Online Forms, TRE, Relationship View, AFS, LIQ, BLAST and CreditView
  • Experience with Microsoft Excel
  • Ability to manage a queue of work independently
  • Understanding of Commercial Banking relationships, including customer hierarchies, segmentation and profitability
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:
September 11, 2025

Expiration:
September 13, 2025

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