Wells Fargo · 1 week ago
Business Relationship Support Specialist
CHARLESTON, SC
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $91K/yr
2+ years expWells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. The role involves managing a complex portfolio of customers, identifying process improvements, and ensuring compliance while resolving customer 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
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
This position is within the Centralized Signer Maintenance Team, providing support to various In-Market Division Business Partners
Knowledge and experience with various systems/applications to support our Business Partners and their clients, includes Hogan/SVP, HART Tool, WCIS, Cornerstone, TM Legal Wizard, WCAO, ServiceView, eDiv, DIPR
Benefits
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-23
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