Wells Fargo
Financial Services
BusinessBanker(LO)
“Business Banker (LO) at Wells Fargo. Skills: Business banking, Client relationship management, Sales. Manage and grow portfolio of business clients. Own client journey from onboarding to deepening relationships”
What You'll Achieve.
Drive growth; Position bank as trusted partner
Industry & Context.
Meet Loan Originator requirements, Credit report used for assessment
What They're Looking For.
Must Have
2+ years financial services, sales, or customer service experience
Nice to Have
2+ years in branch business banking experience, 1+ year managing book of business, Proficient sourcing, acquiring, building, maintaining relationships, Experience using business acumen for financial services consultation, Extensive knowledge bank lending programs, credit policies, specialty products, High motivation to meet team objectives, Ability manage expectations and conduct follow-ups, Customer service focus with complex transactions experience, Knowledge retail compliance controls, risk management, loss prevention, Ability educate and connect customer to technology, Ability interact with integrity and professionalism, Experience mentoring and peer-coaching others, Fluent in Spanish
What You'll Do.
Manage and grow portfolio of business clients
Own client journey from onboarding to deepening relationships
client-centric experience
Offer financial solutions and digital services
Position self as product expert
impactful recommendations
Develop understanding of client goals and financial needs
Analyze client operations
Provide tailored financial recommendations
Offer business accounts
Prospect and network to build relationships
Drive high-quality referrals
Grow small business customer base
Collaborate with internal banking channels
Support business owners
Partner with Relationship Managers and Lending Officers
Assess customer needs
Refer customers interested in dwelling secured product
Assist customers without taking application
Assist customers without offering or negotiating terms
How You'll Work.
Team & Collaboration
Internal banking channels; Relationship Managers; Lending Officers
Applying for this Business Banker (LO) role?
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