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Business Relationship Support Specialist

AT Wells Fargo
Wells Fargo

Business Relationship Support Specialist

Miami, FL

About this role:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking a Business Relationship Support Specialist within Commercial Banking. Learn more about the career areas and lines of business at www.wellsfargojobs.com

Why Wells Fargo:
This is where your true career begins. We ranked #3 on the 2022 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career". We support employees' career aspirations and growth. We're proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees.

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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:
  • Wholesale/Middle Market/ Commercial banking products and services experience
  • Knowledge and understanding of sales or client support, general banking, or treasury management
  • Knowledge and understanding of middle market commercial banking
  • Prior Client Service Officer, Account Manager or Relationship Associate experience
  • Knowledge and understanding of Regulatory Risk and Compliance policies and programs
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • 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
  • Project management/leadership skills
  • Exposure to Treasury Management Products
  • Experience/knowledge of BSA AML customer onboarding requirements
  • Sense of urgency
  • Bilingual speaking, reading, and writing proficiency in Spanish/English Preferred
Job Expectations:
  • Ability to work at the posted location
  • Hybrid work schedule
  • May require travel for client meetings
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

Posting End Date:
24 Nov 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.

Client-provided location(s): Miami, FL, USA
Job ID: WellsFargo-R-411301
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

Company Videos

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