Wells Fargo
Relationship Support Specialist CBSS Transfers Team
Wells Fargo, Minneapolis, Minnesota, United States, 55400
About this role:
Wells Fargo is seeking a Relationship Support Specialist on the CBSS Transfer Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)
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.
In this role, you will:
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
Required Qualifications:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
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
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#commercialbanking
Location:
550 S. 4th Minneapolis, Minneapolis 55402
550 S. Tyron Street-Charlotte, North Carolina 144039
2700 S. Price Road Chandler, Arizona 85286
?
Required location listed above. Relocation assistance is not available for this position
Pay Range:
Charlotte- North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Minneapolis- Minnesota Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations)
Chandler- Arizona Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$60,000.00 - $100,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
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
Posting End Date:
13 Sep 2025
*****
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number:
R-490281
Wells Fargo is seeking a Relationship Support Specialist on the CBSS Transfer Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)
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.
In this role, you will:
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
Required Qualifications:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
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
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#commercialbanking
Location:
550 S. 4th Minneapolis, Minneapolis 55402
550 S. Tyron Street-Charlotte, North Carolina 144039
2700 S. Price Road Chandler, Arizona 85286
?
Required location listed above. Relocation assistance is not available for this position
Pay Range:
Charlotte- North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Minneapolis- Minnesota Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations)
Chandler- Arizona Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$60,000.00 - $100,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
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
Posting End Date:
13 Sep 2025
*****
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number:
R-490281