Business Relationship Support Specialist

Wells Fargo

. Be accountable for a complex portfolio of customers .

Posted 9/21/2026full-timeUnited StatesJuniorMid-Level💰 $66,000 - $109,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Business Relationship Support, with a strong focus on customer service, compliance, and risk management within the middle market commercial banking sector. Proven ability to manage client relationships and identify process improvements while collaborating effectively with teams and stakeholders.

Highest-signal resume keywords

Business Relationship Support ExperienceKnowledge of Anti Money Laundering (AML)Customer Service FocusTreasury ExperienceKnowledge of Commercial Banking Compliance Controls

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Middle Market Commercial BankingRisk ManagementLoss PreventionCross-Sell OpportunitiesDecision Process AnalysisProcess ImprovementAttention to DetailOrganizational SkillsMulti-TaskingPrioritizing

Soft Skills

Excellent Verbal CommunicationWritten CommunicationInterpersonal SkillsIndependent JudgmentTeam Collaboration

Tools & Technologies

Microsoft Office (Word, Excel, Outlook)HoganWCISCornerstoneTM Legal WizardWCAORelationship ViewService ViewSVPWICE

Industry Keywords

Business Banking ComplianceCommercial BankingCustomer AccountsPortfolio ManagementCompliance Requirements

About the role

Key responsibilities & impact

Be accountable for a complex portfolio of customers
Share leadership role with managers to oversee a portfolio of accounts
Identify opportunities for process improvements within the portfolio
Review and analyze decision processes for customer accounts and evaluate profitability and risk of designated portfolios
Verify compliance and report identified issues for resolution
Make decisions on complex customer issues
Partner with managers to resolve issues and provide implementation status updates
Develop expertise in policies, procedures, and compliance requirements
Handle complex customer issues, including escalation and resolution
Lead the 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 knowledge of functions, policies, procedures, and compliance requirements

Requirements

What you’ll need

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
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 systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP & WICE
This position is not eligible for Visa sponsorship
Relocation assistance is not available for this position

Benefits

Comp & perks

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