Business Banker (LO) Bridgeport

About the role

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. This is a De Novo branch opportunity for a driven business developer who thrives on building relationships and creating growth from the ground up.

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
• Proactively source, acquire, build, and maintain relationships with customers and colleagues
• Collaborate with all internal banking channels to support business owners to gain entire relationship
• Assist customers without taking an application and without offering or negotiating terms of a dwelling secured transaction
• Partners 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 business relationship management and acquisition experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Knowledge and understanding of book of business
• Experience using strong business acumen to provide financial services consultation to small business customers
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Experience developing partnerships and collaborating with other business and functional areas
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong prospecting, sales, negotiation, and influence skills
• Business development experience
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• 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

Qualifications

• Established network in the local market