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Wells Fargo · 1 month ago

Business Relationship Support Specialist

Indianapolis , IN

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $91K/yr

2+ years exp

Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. The role involves managing a complex portfolio of customers, ensuring compliance, and identifying process improvements while collaborating with managers and colleagues to resolve issues.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Business Relationship SupportMiddle Market Commercial BankingAnti Money Laundering (AML)Bank Secrecy Act (BSA)Treasury ExperienceClient Relationship ManagementCompliance KnowledgeCommercial Banking SystemsMicrosoft OfficeCustomer Service ExperienceCommunication SkillsAttention to DetailOrganizational Skills

Required

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

Knowledge and understanding of middle market commercial banking

Customer service focus with the 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, as well as independently, in a team environment

Ability to identify cross-sell opportunities and participate in moderately complex customer transactions

Treasury experience

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

Face-to-face customer service experience

Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

Experience partnering/collaborating 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, WCAO, Relationship View, Service View, SVP & WICE