Jobs · Finance · South Carolina

Business Banker (LO)

Wells Fargo · Summerville, SC · 3 wk ago
Finance$500k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes "About this role" paragraph. Then responsibilities list (the bullet points after "In this role, you will:" and subsequent paragraphs). Then Required Qualifications and Desired Qualifications. Also Job Expectations (some specifics like LO registration, etc). There's no explicit Benefits, Pay, Schedule. So we should not include those sections. Also we should not repeat job title as heading. Use

for each section heading. Use
  • for lists. Use

    for prose. We need to preserve all substantive information; remove boilerplate like EEO, equal opportunity, legal, etc. Also remove location disclaimer? It's location info; maybe keep location as part of About? The location is substantive: "Location: 406 N Main St, SUMMERVILLE, SC 29483-6420". Also location disclaimer about placements within 10-mile radius. That's substantive. Also posting end date maybe not needed? It's metadata but could be included as minor metadata in a short

    . The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. So we can include location and posting end date in a short

    maybe under About the role? Or separate? Probably include location and posting date in a

    after About the role. We must not include cookie/navigation/legal/EEO etc. So remove all that. We need to capture responsibilities: list items: - 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 include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below We could treat that last as part of responsibilities or maybe job expectations. But we can include as responsibility. Then Required Qualifications: bullet list? It says: "2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". That's a single bullet. Desired Qualifications: list of many bullet points. Job Expectations: includes LO registration, NMLS, etc. Could be its own section maybe "Job Expectations". But we only have predefined headings; we could put under Requirements or Qualifications? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't list Job Expectations. But we could incorporate job expectations into Requirements or Qualifications? Probably better to create a section "Requirements" for required qualifications, and "Qualifications" for desired qualifications? But we have both Required and Desired. Could combine into Requirements and Qualifications sections. The instruction says use those headings when posting has real specific content. So we can have:

    About the role

    with paragraph.

    Responsibilities

    with
      list.

      Requirements

      with
        list for required qualifications.

        Qualifications

        with
          list for desired qualifications. We could also include Job Expectations as part of Requirements or Qualifications? Might be better to add a section "Job Expectations" but not in allowed headings. However we could treat it as part of Requirements (since it's about LO registration). But the instruction says use those headings; we can add extra headings if needed? It says "Use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples, not exhaustive? It says "Use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. So we should stick to those. So we need to fit job expectations into one of those. Probably under Requirements (since it's about LO registration). Or under Qualifications. I'd put under Requirements as it's a mandatory requirement. Thus:

          About the 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 . Location: 406 N Main St, SUMMERVILLE, SC 29483-6420. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 27 Oct 2026.

          But we need to avoid repeating job title as heading; fine. Now Responsibilities
            with each bullet as
          • . Now Requirements
              with required qualification bullet and also LO registration expectations? Let's include required qualification bullet and also LO registration details as separate
            • maybe. But we need to preserve all substantive information: The LO registration details: "This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary." We can include that as part of Requirements. Now Qualifications
                with desired qualifications list. We should not include Benefits, Pay, Schedule. Now ensure we removed boilerplate: EEO, equal opportunity, drug policy, etc. Also remove "We Value Equal Opportunity" etc. Also remove "Wells Fargo Recruitment and Hiring Requirements:" etc. Also remove "Reference Number R-569351". Also remove "Job posting may come down early due to volume of applicants." That's maybe minor metadata; could be included in About? It's not essential but could be considered minor. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

                or drop it. So we could include posting end date and maybe the note about posting may come down early as minor metadata in a short

                . But we already have posting end date. We could add a short

                after About: "Note: This posting may be removed early due to high applicant volume." That's minor. Let's craft. HTML fragment:

                About the 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 . Location: 406 N Main St, SUMMERVILLE, SC 29483-6420. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 27 Oct 2026. Note: This posting may be removed early due to high applicant volume.

                Responsibilities

                • 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 include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

                Requirements

                • 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
                • This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

                Qualifications

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