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Senior business relationship support specialist

  • Client Management
  • Full time
  • R-357253

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
 
Wells Fargo India and Philippines (WFIP) is an integral part of the Well Fargo Enterprise and provides Operations and Technology support to the WF Enterprise Business. WFIP operates out of 4 sites across 2 countries and currently has 28,000 employees supporting all lines of business covering business operations, technology development and support.
 
Department Overview
 
Wells Fargo Middle Market Banking (MMB) delivers a comprehensive suite of products and industry expertise to serve the diverse financial needs of companies with annual sales typically ranging from $5 million to $2 billion. As a leader in serving commercial customers, Wells Fargo offers financial services including credit and treasury management solutions as well as specialized expertise across industries including Technology, Food, Beverage & Agribusiness, Investor Real Estate and Government. 
 

Key Responsibilities:

  • Interact with internal customers like relationship managers, relationship associates
  • Provide general servicing and transaction assistance (non-money movement)
  • Perform commercial banking systems updates. These include, but are not limited to
    • Internal clean-up of product codes
    • Authorized representative updates and signer maintenance
    • Address changes
    • Legal entity management requests
    • Customer call preparation and transaction support
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Handle simple to complex issues that may include escalation and resolution
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and process requirements
  • Quality check of work (simple and complex tasks) performed by junior team members and provide appropriate feedback on the same
  • Escalate any issues or concerns regarding operations that are exceptions or unique requests made
  • Partner with managers to resolve issues and provides status updates on assigned tasks
  • Develop expertise in the policies, procedures, and compliance requirements
  • Serve as a subject matter expert for the department
  • Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required experience:

  • 5+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • Experience in Commercial loan servicing or commercial lending operations
  • Customer support focus with the ability to understand servicing needs and recommend solutions
  • Customer service experience
  • Ability to provide strong customer service support and develop internal relationships with front line teams
  • Ability to participate in moderately complex customer transactions
  • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

Required Qualifications and skills:

  • At least a B. Com or an equivalent degree preferably MBA / M.Com
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
  • Sound analytical thinking / high attention to detail with focus on research across various platforms
  • Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)
  • Strong communication skills – both verbal and written.
  • High level of personal motivation, strong interpersonal skills to work across time zone
  • Must be comfortable working independently and as part of a team

Flexible to work in shifts

Posting End Date: 

29 May 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.


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