Wells Fargo
Financial Services
SeniorBusinessBankingRelationshipManager(LO)
“Senior Business Banking Relationship Manager (LO) at Wells Fargo. Skills: Business banking, Relationship management, Client prospecting. Source and onboard new business clients. Build visibility and develop COIs”
What You'll Achieve.
Deepen relationships; Drive portfolio growth; Increase core deposit balances
Industry & Context.
Meet Loan Originator requirements, Customer contact outside branch
What They're Looking For.
Must Have
4+ years banking experience
Nice to Have
2+ years sourcing/managing clients with $2mm-$25mm annual revenue, 3+ years business-to-business sales, Established network in local market, BSA degree or higher
What You'll Do.
Source and onboard new business clients
Build visibility and develop COIs
Deepen existing relationships
Manage book of business
Drive portfolio growth
Increase core deposit balances
Conduct financial and credit assessments
Structure secured and unsecured credit solutions
Present credit recommendations
Recommend and deliver business banking products
Tailor solutions to client needs
Collaborate with product teams
Engage financial decision-makers
Provide feedback to enhance tools
Retain and grow client relationships
Advise on financial strategies
How You'll Work.
Team & Collaboration
Internal stakeholders; Credit partners; Product teams
Communication Scope
Client communication; Interpersonal skills
Applying for this Senior Business Banking Relationship Manager (LO) role?
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