About this role:

Wells Fargo is seeking a Business Relationship Support Specialist to support our Middle Market Commercial Banking team. This role is for a vacancy in either of our Vancouver or Calgary office.

Middle Market Banking provides local service and decision-making, a comprehensive suite of products, and industry expertise to serve the diverse financial needs of Business Banking, Middle Market, Specialized and Mid-Corporate customers.  Middle Market Banking is structured with three regions, East, Central and West, in addition to two Specialized Industries groups. The Commercial Banking team is comprised of experienced and accomplished relationship managers and industry specialists working together to bring the full range of Wells Fargo’s service to customers from offices across the United States and Canada.

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:

Bachelor's Degree in Business, Economics, Finance or equivalent

Experience in business relationship or client support role in commerical banking

Job Expectations:

Independently and proactively handles customer issues, monitors overdrafts, confirms additional source of funds and partners with office management in decision making process; evaluates profitability and risk of designated portfolio; provides alternative pricing structure.

Monitors accounts/portfolios/loan bookings to assure compliance with regulatory and company requirements; communicates regulatory and company requirements, tracks compliance and reports/escalates identified issues for resolution.

Helps with customer onboarding, due diligence and other associated risk management matters where required.

Acts as the customers main point of contact for operational questions.

Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers.

Conducts customer courtesy calls, by phone and in-person, to build relationships and identify cross-sell opportunities.

This position offers a hybrid work scheduled but must be able to work on-site at the listed location for the designated in-office days.

This position is not eligible for Visa sponsorship.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Posting End Date:

*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.

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.