Bilingual Business Relationship Support Specialist

About this role:

Wells Fargo is seeking a Bilingual Business Relationship Support Specialist in Market Coverage team supporting the customers part of the In-Market portfolio as part of the Commercial Bank Group. The role is for a vacancy in our Montreal or Toronto office.

Wells Fargo's Commercial Banking Group continues to grow in Canada by utilizing local relationship teams to focus on Canadian companies who are seeking a North American financing solution. This localized “know your customer” model creates a well-diversified relationship model across both industry and geography, while helping to sustain our strong risk management culture. The team solicits and maintains relationships with middle market businesses by working with our business partners to offer customers a full range of competitive products and services. Commercial Banking is committed to our customers' business success through solid, long-term customer relationship management.

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
• Bilingual in French and English

Desired Qualifications:

• 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
• Treasury Management experience
• Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
• 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
• Previous experience as Commercial Relationship Manager or Customer Services Officer
• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
• Experience with partner/collaboration efforts 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, BLAST, Relationship View and Service View.