Wells Fargo
Business Relationship Support Specialist
Wells Fargo, Baltimore, Maryland, United States, 21201
Business Relationship Support Specialist
Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. 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 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: 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 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 Location: 111 S Calvert Street, Baltimore, MD 21202. Required location listed above. Relocation assistance is not available for this position. Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations) Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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 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.
Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. 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 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: 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 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 Location: 111 S Calvert Street, Baltimore, MD 21202. Required location listed above. Relocation assistance is not available for this position. Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations) Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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 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.