Similar Jobs at Wells Fargo
Fintech • Financial Services
Serve as the primary branch contact to acquire, manage, and grow consumer and small business relationships through discovery conversations, digital adoption coaching, deposit/credit/investment recommendations, account servicing, and coordinated referrals. Maintain compliance, accurate documentation, and licensing (FINRA/State Insurance/SAFE) while working in a collaborative branch environment and supporting weekend schedules.
Fintech • Financial Services
Manages and grows a portfolio of affluent consumer and business banking clients through proactive outreach, discovery-based financial guidance, and integrated recommendations across deposits, lending, investments, and banking services. Builds internal partnerships, converts referrals, promotes digital adoption, coaches branch colleagues, and maintains strong risk, documentation, compliance, and regulatory controls. The role requires customer relationship expertise, financial product recommendations, licensing, and Saturday availability.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and grow consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, manage service requests, maintain accurate documentation, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. Required licensing includes FINRA examinations, state insurance licenses, and SAFE registration.
About this role:
Wells Fargo is seeking a Business Relationship Support Specialist in Middle Market within Commercial Bank. Learn more about the career areas and lines of business at www.wellsfargojobs.com
In this role, you will:
Location:
Pay Range:
Charlotte -North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Posting End Date:
15 Apr 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Wells Fargo is seeking a Business Relationship Support Specialist in Middle Market within Commercial Bank. Learn more about the career areas and lines of business at www.wellsfargojobs.com
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
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong experience supporting complex or large portfolios of business or government customers
- Demonstrated ability to partner closely with relationship managers, customer support managers, partners, and senior leaders
- Self-motivated and proactive, with the ability to independently manage priorities, identify issues, and drive solutions with minimal supervision
- Treasury Experience
- Solid understanding of regulatory, audit, and compliance requirements within a financial services environment
- Proven ability to manage and resolve complex customer issues, including escalations
- Experience coordinating across operations centers, internal bank partners, and external vendors
- Knowledge of Wells Fargo's products and services and ability to identify opportunities to support customer growth
- Strong presentation and communication skills with experience serving as a subject matter expert
- Ability to manage high operating exposure portfolios and support complex transaction execution
- Strong organizational skills with attention to detail in documentation, policy, and business continuity planning
- Knowledge of various systems used to support Commercial Banking clients including: Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP, and WICE
- 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:
- 500 S Tyron Street-Charlotte, North Carolina 28202
Pay Range:
Charlotte -North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations
Posting End Date:
15 Apr 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Wells Fargo San Francisco, California, USA Office
420 Montgomery St, San Francisco, CA, United States, 94103
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

