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 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 Management experience
- Ability to manage client relationships
- Excellent verbal, written, and interpersonal communication skills
- Advanced 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
- Extensive knowledge and understanding of Commercial or specialty group servicing operations
- Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, BLAST, Relationship View, Service View, SVP & WICE
Job Expectations:
- Ability to work at the posted location
- Hybrid work schedule
- May require travel for client meetings <5%
2 Jun 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.