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Business Relationship Support Specialist
- Wells Fargo (Boca Raton, FL)
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About this role:
Wells Fargo is seeking a Business Relationship Support Specialist within Commercial Banking. Learn more about the career areas and lines of business at www.wellsfargojobs.com
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:
+ Wholesale/Middle Market/ Commercial banking products and services experience
+ Bilingual speaking and reading proficiency in Spanish/English
+ Knowledge and understanding of sales or client support, general banking, or treasury management
+ Knowledge and understanding of middle market commercial banking
+ Prior Client Service Officer, Account Manager or Relationship Associate experience
+ Knowledge and understanding of Regulatory Risk and Compliance policies and programs
+ Ability to navigate multiple computer systems, applications, and utilize search tools to find information
+ 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
+ Project management/leadership skills
+ Exposure to Treasury Management Products
+ Experience/knowledge of BSA AML customer onboarding requirements
+ Sense of urgency
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
+ Ability to travel up to _5%_ of the time
Posting End Date:
4 Aug 2025
_*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
**Req Number:** R-470125
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