Wells Fargo Business Relationship Support Specialist 

United States, Florida, Tampa 

696456942

About this role:

Support Specialist

In this role, you will:

• 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, US:

• 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:

• Customer service focus with the ability to listen to customer needs and recommend solutions
• Customer service experience
• Ability to provide strong customer service and develop customer relationships
• Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
• Treasury experience
• Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
• Ability to manage client relationships
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

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

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.