Business Relationship Support Specialist

About this role:

Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank to provide client servicing, portfolio support, and operational support for commercial banking relationships. Learn more about the career areas and business divisions at www.wellsfargojobs.com

The specialist serves as a key point of contact for client requests and helps deliver an accurate, timely, and consistent client experience. The role requires sound judgment, accountability, organization, and the ability to manage competing priorities across multiple stakeholders.

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:

• Experience in commercial banking, business banking, middle market banking, client servicing, relationship support, or a comparable financial-services environment.
• Experience supporting commercial clients through onboarding, account opening and maintenance, treasury or deposit servicing, documentation, and issue resolution.
• Knowledge of Anti-Money Laundering, Bank Secrecy Act, customer due diligence, operational controls, and risk-management requirements.
• Strong client-service and relationship-management skills, including the ability to understand client needs, coordinate solutions, and build effective stakeholder partnerships.
• Strong critical-thinking, problem-solving, and decision-making skills with the ability to exercise sound judgment and appropriately escalate risk or servicing issues.
• Demonstrated accountability, attention to detail, and ability to manage competing priorities and deadlines in a fast-paced environment.
• Strong verbal, written, and interpersonal communication skills with the ability to work independently and collaborate across multiple teams.
• AI fluency, including experience using AI-enabled productivity tools and digital technologies to streamline workflows, improve efficiency, support decision-making, or enhance client-service outcomes

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 

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards 

Location: 

• 550 S. Tryon Street- Charlotte, North Carolina 28202

Required location listed above. Relocation assistance is not available for this position.

Pay Range: 

Charlotte –North Carolina Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations)

• Ability to support multiple client relationships and operational requests simultaneously.
• Ability to develop effective working relationships with Relationship Managers, clients, and internal business partners.
• Ability to work independently while operating within established policies, procedures, risk controls, and escalation protocols.
• Commitment to delivering an accurate, responsive, and high-quality client experience.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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