Wells Fargo
Financial Services
BusinessBanker(LO)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Banker (LO) at Wells Fargo. Skills: Business banking, Relationship management, Sales, Client acquisition. Manage and grow portfolio. Own client journey from onboarding”
What You'll Achieve.
Grow portfolio; Drive growth; Grow small business customer base
Industry & Context.
LO registration required
What They're Looking For.
Must Have
2+ years financial services experience, 2+ years sales experience, 2+ years customer service experience
Nice to Have
2+ years in-branch business banking experience, 1+ year managing small business customers, Proficient sourcing, acquiring, building, maintaining relationships, Experience using business acumen for consultation, Extensive knowledge bank lending programs, Extensive knowledge credit policies, Extensive knowledge specialty products, High motivation to meet team objectives, Ability manage expectations, Ability conduct follow-ups, Customer service focus, Experience handling complex transactions, Knowledge retail compliance controls, Knowledge risk management, Knowledge loss prevention, Ability educate connect customer to technology, Ability interact integrity and professionalism, Experience mentoring others, Experience peer-coaching others, Bilingual Spanish a plus
What You'll Do.
Manage and grow portfolio
Own client journey from onboarding
Deepen client relationships
Deliver branded client-centric experience
Offer financial solutions
Offer digital services
Position self as product expert
Deliver tailored recommendations
Develop understanding client goals
Develop understanding financial needs
Analyze client operations
Provide tailored financial recommendations
Offer business accounts
Offer treasury services
Build relationships external partners
Build relationships internal partners
Drive high-quality referrals
Grow small business customer base
Collaborate with internal banking channels
Support business owners
Gain entire relationship
Partner with Relationship Managers
Partner with Lending Officers
Ensure alignment underwriting policies
Ensure alignment risk guidelines
Assess customer needs
Refer customers dwelling secured product
Assist customers without taking application
Meet Loan Originator requirements
How You'll Work.
Team & Collaboration
External partners; Internal partners; Internal banking channels; Relationship Managers; Lending Officers
Full Job Description
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. [Living the Well Life](https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! **About this role:** * Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at [wellsfargojobs.com](https://www.wellsfargojobs.com/career-areas/). **In this role, you will:** * Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner * Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning
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