Wells Fargo
Financial Services
SeniorBusinessBankingRelationshipManager(LO)
“Senior Business Banking Relationship Manager (LO) at Wells Fargo. Skills: Business banking, Relationship management, Sales prospecting. Source and onboard new business clients. Build visibility and develop Centers of Influence”
What You'll Achieve.
Grow portfolio balances; Increase core deposit balances
Industry & Context.
Customer contact, Visiting customers outside branch
What They're Looking For.
Must Have
4+ years of banking experience
Nice to Have
2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue, 3+ years of experience in business-to-business sales, Established network in the local market, A BSA degree or higher
What You'll Do.
Source and onboard new business clients
Build visibility and develop Centers of Influence
Deepen existing relationships
Manage a moderately complex book of business
Drive portfolio growth
Increase core deposit balances
Identify deepening opportunities
Ensure alignment with underwriting policies
Conduct comprehensive financial and credit assessments
Structure and support secured and unsecured credit solutions
Present credit recommendations
Present financial strategies
Recommend Wells Fargo business banking products
Deliver credit products
Deliver treasury management products
Deliver digital banking tools
Tailor solutions to client needs
Collaborate with product teams
Collaborate with internal stakeholders
Engage financial decision-makers
Provide actionable feedback
Retain and grow client relationships
Advise on financial strategies
Manage client expectations
How You'll Work.
Team & Collaboration
Product teams; Internal stakeholders
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Applying for this Senior Business Banking Relationship Manager (LO) role?
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