Business Relationship Support Specialist
| Company | Wells Fargo |
|---|---|
| Location | Plainview, NY, USA, New York, NY, USA |
| Salary | $66400 – $118000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- 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
Preferred 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 experience
- Ability to manage client relationships
- Excellent verbal, written, and interpersonal communication skills
- Intermediate 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
- Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
- Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group
- 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, WCAO, Relationship View, Service View, SVP & WICE