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:

• 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 experience

• Ability to manage client relationships

• 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

• Face-to-face customer service experience

• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

• Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group

• 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, WCAO, 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

Location:

• 150 E. 42nd Street-New York, New York 10001



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

Pay Range:

New York 60New York Pay Range: $72,000 - $109,000 USD annual (this range may not be applicable to other locations)

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.

Posting End Date:

7 Sep 2026

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