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 Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies
- Small Business Administration (SBA) 7a and 504 Lending experience
- Excellent verbal, written and interpersonal communication skills
- Advanced Microsoft Office skills
- Ability to quickly learn business operations and processes
- Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
- Commercial banking experience
- Commercial credit experience
- Ability to work effectively, as well as independently, in a team environment
- Customer service focus with the ability to listen to customer needs and recommend solutions
- Strong organizational, multi-tasking, and prioritizing skills
- Strong attention to detail and accuracy skills
- Ability to manage client relationships
- A BS/BA degree or higher
- Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
- Extensive knowledge and understanding of commercial or specialty group servicing operations
- Knowledge of various systems used to support Commercial Banking clients including Hogan, AFS, Cornerstone, TM Legal Wizard, Relationship View and Service View
Job Expectations:
- Must be able to work on-site 4 days a week
- This position does not offer Visa Sponsorship
- Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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.
Job Locations:
- 600 S 4th St., Minneapolis, MN
- 550 S Tryon St., Charlotte, NC
- 1150 W Washington St., Tempe, AZ
Pay Range
$55,300.00 - $98,300.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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
15 Apr 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.