Business Banker (LO) Barbara Jordan

About the role

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. This role involves building, maintaining, and growing relationships with business banking clients in branches. Responsibilities include managing and growing a portfolio of clients, typically ranging from $500K to $2MM in annual sales, providing tailored financial recommendations, and actively prospecting and networking to build relationships.

Responsibilities

• Manage and grow a portfolio of low to moderately complex business clients, typically $500K to $2MM in annual sales
• Offer a suite of financial solutions and digital services to meet the needs of business clients, leveraging available tools and positioning yourself as a product expert
• Understand and analyze each client's goals and financial needs, providing 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
• Proactively source, acquire, build, and maintain relationships with customers and colleagues, using strong business acumen to provide financial services consultation
• Collaborate with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
• Assist customers interested in a dwelling secured product to a SAFE team member, without taking an application and without offering or negotiating terms of a dwelling secured transaction
• Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines

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
• 2+ years of in branch business banking experience
• 1+ year of experience managing a dedicated book of business customers across assigned territory
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
• Customer service focus with experience handling complex transactions across multiple systems
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Experience mentoring and peer-coaching others
• Fluent in Spanish a plus

Qualifications

• Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
• Must meet ongoing regulatory requirements including additional screening, if necessary