Business Relationship Support Specialist

Wells Fargo

Business Relationship Support Specialist managing a complex portfolio of accounts in Wells Fargo's Commercial Bank. Overseeing compliance, risk evaluation, and process improvements.

Posted 6/5/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesJuniorMid-Level💰 $72,000 - $109,000 per yearWebsite

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Applicant Tracking System Keywords

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Hard Skills

Business Relationship SupportAnti Money Laundering (AML)Bank Secrecy Act (BSA)Treasury experienceclient relationship managementrisk managementloss preventioncommercial banking compliance controlscross-sell opportunitiescustomer transactions

Soft Skills

customer service focusverbal communicationwritten communicationinterpersonal communicationattention to detailorganizational skillsmulti-taskingprioritizingindependent judgmentcollaboration

Tools & Technologies

Microsoft OfficeHoganWCISCornerstoneTM Legal WizardWCAORelationship ViewService ViewSVPWICE

Industry Keywords

middle market commercial bankingbusiness bankingservicing operationscompliance requirementsportfolio managementprocess improvementscustomer account analysisprofitability evaluationescalation resolutionsubject matter expert

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 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

Requirements

What you’ll need

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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 various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP & WICE

Benefits

Comp & perks

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