Business Banker (LO) Burleson

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 $500K to $2MM in annual sales, by providing tailored financial recommendations and collaborating with other banking channels.

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
• Build strong relationships with clients and colleagues to drive referrals and grow the small business customer base
• Collaborate with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
• Assist customers without taking an application and without offering or negotiating terms of a dwelling secured transaction
• Manage expectations and conduct follow-ups with customers and Wells Fargo partners
• Proactively source, acquire, and maintain relationships with customers and colleagues
• Provide financial services consultation to business customers with strong business acumen
• Use extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Meet team objectives while maintaining individual performance
• Handle complex transactions across multiple systems and educate customers on technology options
• Interact with integrity and professionalism with customers and employees
• Mentor and peer-coach others
• Fluent in Spanish a plus

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
• 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
• Ability to interact with integrity and professionalism with customers and employees
• Fluent in Spanish a plus

Qualifications

• 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
• 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
• Ability to interact with integrity and professionalism with customers and employees
• Fluent in Spanish a plus