Wells Fargo & Company

Business Relationship Support Specialist

PALO ALTO, CA Full time

About this role:

Wells Fargo is seeking a Business Relationship Support Specialist in Commercial Bank. Learn more about the career areas and lines of business at www.wellsfargojobs.com


In this role, you will:

  • Support complex or large portfolio of customers and share leadership role with relationship managers and customer support manager in managing a portfolio of accounts
  • Assist with components of audit or compliance reviews and exams
  • Maintain policy manuals and Business Continuity Plan documentation
  • Handle complex customer issues including escalation and resolution
  • Solve issues with various operations centers, internal bank departments and outside vendors
  • Identify prospective opportunities to market and oversee non credit products to new or existing customers
  • Prepare presentations, materials and serve as a subject matter expert for the department
  • Provide new hire and ongoing systems, processes, policies and procedures training
  • Train and mentor less experienced Relationship Associates
  • Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures
  • Make decisions on complex customer issues and problems
  • Partner with customer service manager to resolve issues and provide status updates on implementations
  • Collaborate with executives, management, relationship managers and other internal partners or business lines
  • Mentor to less experience individuals and may assist with their development

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:

  • 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 Management experience

  • Ability to manage client relationships

  • Excellent verbal, written, and interpersonal communication skills

  • Advanced 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

  • 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, BLAST, Relationship View, Service View, SVP & WICE

Job expectations: 

  • This position is not eligible for Visa sponsorship 

  • This position offers a hybrid work schedule 

  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process 

  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards 

#commercialbanking 

Location: 

  • 400 Hamilton Avenue- Palo Alto, California 94301

Pay Range: 

Palo Alto – California Pay Range: $72,000 - $109,000 USD annual (this range may not be applicable to other locations) 

Required location listed above. Relocation assistance is not available for this position.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$72,000.00 - $109,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

11 Mar 2026

*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.