Commercial Banking Customer Service Manager
Wells Fargo
About this role:
Wells Fargo is seeking a Business Relationship Support Manager (CSM2) to cover the West Florida Market as part of the Commercial Bank. Learn more about the career areas and business divisions at www.wellsfargojobs.com
In this role, you will:
- Manage the relationship support function for an assigned team or office
- Manage the end-to-end customer experience including onboarding and extensive problem-solving
- Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
- Identify and recommend opportunities for process improvement and risk control development
- Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
- Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies
- Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning
- Make decisions and resolve issues for operations of the business relationship team to meet objectives
- Interpret and develop policies and procedures to implement compliance and to resolve issues
- Complete required assessments, training, and affirmations in accordance with bank policies and audit requirements, including Business Continuity Planning
- Collaborate and influence all levels of professionals including experienced managers
- Lead team to achieve objectives
- Manage allocation of people and financial resources for Business Relationship Support
- Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:
- 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of leadership experience
Desired Qualifications:
- Experience working with Treasury Management products and services
- Understanding of KYC/Onboarding requirements for business customers.
- Ability to interact and negotiate with all levels of an organization
- Strong collaboration skills
- Strong partnering skills Leadership experience including leading and developing staff
- Strong negotiation skills
- Strong change management skills
- Strong presentation skills
- Excellent verbal, written, and interpersonal communication skills
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
#commercialbanking
Posting End Date:
6 Jul 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.
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.