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Wells Fargo SBA Business Relationship Support Specialist 
United States, Minnesota, Minneapolis 
809665405

18.08.2024
Job Description


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 Locations:

  • 600 S 4th St., Minneapolis, MN
  • 333 Market St., San Francisco, CA
  • 550 S Tryon St., Charlotte, NC
  • 1150 W Washington St., Tempe, AZ

Pay Range

$55,300.00 - $118,000.00

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

22 Aug 2024


Wells Fargo Recruitment and Hiring Requirements:

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