Business Banker (LO) Bee Cave

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 low to moderately complex business clients, typically $500K to $2MM in annual sales.
• Offering a suite of financial solutions and digital services to meet the needs of business clients.
• Providing tailored financial recommendations aligned with client objectives while staying compliant with policies and procedures.
• Actively prospecting and networking to build strong relationships with both external and internal partners.
• Collaborating with Relationship Managers and Lending Officers for complex structures and ensuring alignment with underwriting policies and risk guidelines.
• Assisting customers interested in dwelling secured products to SAFE team members, without taking applications or negotiating terms.

Responsibilities

As a Business Banker (LO), you will:

• 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.
• Provide tailored financial recommendations aligned with client objectives while staying compliant with policies and procedures.
• Actively prospect and network to build strong relationships with both external and internal partners.
• Collaborate with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines.
• Assist customers interested in dwelling secured products to SAFE team members, without taking applications or negotiating terms.

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

• 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.