Business Relationship Support Specialist - CSO4

About this role:
Wells Fargo is seeking to hire two Business Relationship Support Specialists. These individuals will provide high levels of support to relationship managers on customer business customers and partners within the business customer portfolios. Serve as main point of contact for operational and product questions.
Duties may include proactively handling client account and/or product issues, monitoring account overdrafts, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries tasks (i.e. customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met).
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:

• 2+ years' Treasury Management Dedicated Client Services Experience
• 2+ years' experience supporting Complex Treasury Management Products (i.e. ACH, RTP, Wires) and utilizing Treasury Management Tools and Applications (i.e. UAM, ServiceView, Hogan)
• Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
• Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
• Advanced knowledge and ability to support high profile, complex clients within the Commercial banking or Corporate Investment Banking client base
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others

Job Expectations:

• The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
• This position offers a hybrid work schedule
• Ability to travel 10%

Posting End Date:
22 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 .
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.