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 COIs”
What You'll Achieve.
Drive portfolio growth; Increase core deposit balances
Industry & Context.
Loan Originator requirements
What They're Looking For.
Must Have
4+ years banking experience
Nice to Have
2+ years sourcing/managing clients $2mm-$25mm revenue, Knowledge of deposit/cash management products, 3+ years business-to-business sales, Established network in local market, Knowledge of financial services industry, Intermediate Microsoft Office skills, BSA degree or higher
What You'll Do.
Source and onboard new business clients
Build visibility and develop COIs
Deepen existing client relationships
Manage a book of business
Drive portfolio growth
Increase core deposit balances
Identify deepening opportunities
Ensure alignment with underwriting policies
Conduct financial and credit assessments
Structure secured and unsecured credit solutions
Coordinate with credit partners
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
Enhance tools and offerings
Elevate client experience
Elevate operational excellence
Retain client relationships
Grow client relationships
Advise on financial strategies
Manage client expectations
How You'll Work.
Team & Collaboration
Product teams; Internal stakeholders; Credit partners
Communication Scope
Client communication; Stakeholder communication
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