Wells Fargo
Financial Services
BusinessBanker(LO)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Banker ( LO) at Wells Fargo. Skills: Client relationship management, Sales, Financial solutions. Manage and grow portfolio. Own client journey”
What You'll Achieve.
Grow portfolio $500K to $2MM; Drive growth; Position bank as trusted partner
Industry & Context.
Meet Loan Originator requirements, Meet ongoing regulatory requirements, No Visa sponsorship
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, Extensive knowledge bank lending programs, Extensive knowledge credit policies, Extensive knowledge specialty products, High motivation, 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 technology, Ability interact integrity professionalism, Experience mentoring, Experience peer-coaching
What You'll Do.
Manage and grow portfolio
Deliver client-centric experience
Understand and offer financial solutions
Offer digital services
Position self as product expert
Deliver tailored recommendations
Develop understanding client goals
Analyze client operations
Provide tailored financial recommendations
Offer full range products
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 banking channels
Support business owners
Gain entire relationship
Partner with Relationship Managers
Partner with Lending Officers
Assess dwelling secured product interest
Refer customers dwelling secured product
Assist customers without taking application
Assist customers without offering terms
Assist customers without negotiating terms
How You'll Work.
Team & Collaboration
Internal banking channels; Relationship Managers; Lending Officers
Full Job Description
**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 yourself as a product expert to deliver tailored, impactful recommendations * Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures * Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools * Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship * Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines * This LO position has customer contact and job duties which may inclu
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