This job has expired

Business Relationship Support Specialist

Wells Fargo
Charlotte, North Carolina, Irvine, California
Remuneration will be commensurate with the standing of the role.
Closing date
Jun 6, 2023

View more

Job Role
Wealth Management
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

About this role:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

The Relationship Associate 2 shares leadership role with relationship managers in managing a moderate-large portfolio of accounts within the CIB Coverage teams that support the Corporate Banking and Financial Institutions Groups of CIB.

In this role, you will:
  • Act as the customers’ main point of contact for operational questions. Independently and proactively handles customer issues and problems
  • Monitor overdrafts and other funds movement activity in a customer-focused manner, understanding risk and securing necessary approvals
  • Confirm additional source of funds and partners with office management in decision making process
  • Coordinate activities and solves problems with various operations center, internal bank departments and outside vendors
  • Manage "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers
  • Independently and/or collaboratively with relationship manager and/or other treasury management office sales staff, conducts customer courtesy calls, both by phone and in-person, for the purposes of relationship building and client support
  • Gather deposit and treasury management documentation from customers in a customer-focused manner
  • Serve as a key partner with treasury management in managing the customer experience during treasury management implementations and beyond for all net new customers and new product sales
  • Partner with the customer service manager to resolve issues and provides status updates on implementations
  • Help with customer onboarding, due diligence as well as any other associated risk management matters where required. May serve as a subject matter expert for the office
  • Partner with customer service manager to complete line of business operational projects as necessary

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 of commercial banking experience
  • A BS/BA degree or higher
  • Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) experience
  • Ability to develop and manage client relationships
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • 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

Job Expectations:
  • Please note, this is a hybrid role, with 3 days in the office.

Pay Range

$55,300.00 - $98,300.00 Annual


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.


Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 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 8,600 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 36 countries and territories to support customers who conduct business in the global economy. With approximately 268,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 27 on Fortune’s 2016 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available on Wells Fargo Blogs and Wells Fargo Stories.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert