Wells Fargo SBA Business Relationship Support Specialist 

United States, Minnesota, Minneapolis 

809665405

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

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.