Relationship Support Specialist--CBSS--Transfers Team
About this role:
Wells Fargo is seeking a Relationship Support Specialist on the CBSS Transfer Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com
The Relationship Support Specialist will provide comprehensive customer transfer support for an assigned group of markets and/or divisions, ensuring a seamless and efficient experience. Collaborate closely with team members across various job families to deliver cohesive and informed service. Act as a consultant to front office team members by gaining a deep understanding of their needs and offering training on the transfer process when necessary. Foster a strong, collaborative environment within a close-knit team, working together to support one another and drive collective success.
In this role, you will:
- Be accountable for supporting an assigned group of markets and/or divisions with their customer transfer needs
- Identify opportunity for process improvements within the portfolio
- 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
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience and expertise in various Commercial Banking systems, including WCIS, Hogan, Online Forms, TRE, Relationship View, AFS, LIQ, BLAST and CreditView.
- Experience with Microsoft Excel.
- Ability to manage a queue of work independently.
- Understanding of Commercial Banking relationships, including customer hierarchies, segmentation and profitability
- 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
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Location:
- 550 S. 4th Minneapolis, Minneapolis 55402
- 550 S. Tyron Street-Charlotte, North Carolina 144039
- 2700 S. Price Road Chandler, Arizona 85286
Pay Range:
Charlotte- North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Minneapolis- Minnesota Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations)
Chandler- Arizona Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
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.
$60,000.00 - $100,000.00
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
13 Sep 2025
* 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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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