Jobs · Finance · Pennsylvania

Business Banker (LO) Conshohocken, PA

Wells Fargo · Conshohocken, PA · 1 mo ago
Finance$500k/yrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Remove boilerplate. Preserve all substantive info. We need to parse the posting. Content: - Intro about Wells Fargo (company description) maybe part of About the role? Actually "About This Role" heading appears. So we can have

About the role

with paragraph describing role: Business Banker (LO) in Consumer Banking and Lending, responsibilities etc. But we need separate sections: Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract responsibilities list: bullet points after "In this role, you will:" then a long sentence with semicolons. We need to split into list items. Let's extract 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 We could keep that as part of responsibilities or maybe separate "Job Expectations". But we have sections: Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have "Required Qualifications:" and "Desired Qualifications:" and "Job Expectations:" (including LO registration etc). Also "Location:" etc. We need to map: - Requirements: maybe "Required 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) - Qualifications: maybe "Desired Qualifications" list. - Skills: maybe combine desired qualifications that are skill-based? Could also extract skill list from desired qualifications: Proficient with proactively sourcing, acquiring, building, and maintaining relationships; Experience using strong business acumen; 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; 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 customer to technology and share the value of mobile banking options; Ability to interact with integrity and professionalism; Experience mentoring and peer-coaching others. We could put those under Skills. - Benefits: The posting mentions "robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." Also "You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow." Also mention "recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list". That's more about company but could be benefits. However we need specific benefits statements. The posting says "Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." That's generic but still mentions robust benefits, competitive compensation, programs for work-life balance. We could include Benefits section with that sentence. Pay: "competitive compensation" is mentioned but not specific numbers. The rule says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state "competitive compensation" and "robust benefits" and "programs designed to help you find work-life balance". So we can include Benefits and Pay sections? Pay: "competitive compensation" is a statement but not specific. The rule says: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. "competitive compensation" is somewhat vague but it's a statement. It's not a placeholder like "commensurate with experience"? It's similar but maybe acceptable. However they said avoid filler like "commensurate with experience". "competitive compensation" is similar vague. Might be considered filler. Safer to not create Pay section unless specific numbers. So we omit Pay. Schedule: not mentioned. So omit. Benefits: we have "robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." That's a statement about benefits. Could include Benefits section with that sentence. Also mention "You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow." That's more about culture but could be benefits. We'll include Benefits section with those sentences. Now About the role: we can include a paragraph summarizing the role: Business Banker (LO) in Consumer Banking and Lending, building relationships etc. Could be from "About This Role" paragraph. Let's craft:

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.

Now Responsibilities:

Responsibilities

  • ...
Now Requirements:

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

Now Qualifications: maybe "Desired Qualifications" heading? But we have Qualifications section. We'll put desired qualifications there as a list.

Qualifications

  • 2+ years of in‑branch business banking experience
  • 1+ year of experience managing a dedicated book of small business customers across assigned territory
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Experience using strong business acumen to provide financial services consultation to business customers
  • 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 customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
  • Experience mentoring and peer‑coaching others
Now Skills: Could be overlapping with qualifications. But we already used Qualifications for desired qualifications. Maybe we should put skill-based items under Skills and keep Qualifications for just the years of experience? However the instruction: Use sections only when posting has real specific content. We have both Required Qualifications and Desired Qualifications. Could map Required Qualifications to Requirements section, Desired Qualifications to Qualifications section. Skills maybe not needed separately. But we have a Skills heading in allowed list; we could omit if no distinct skill content beyond qualifications. However we could still include Skills if we want to capture skill-based items from desired qualifications. But that would duplicate. Better to follow the headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for About, Responsibilities, Requirements, Qualifications (desired), Benefits. We could leave Skills empty? Not allowed: never emit a heading followed by filler/placeholder text. So we must omit Skills if we have no specific skill content beyond what's already in Qualifications. But we could treat Qualifications as the desired qualifications and Skills as the skill list extracted from desired qualifications. However that splits the same content into two sections, which may be okay if we have distinct content. But we need to avoid duplication. Perhaps better: Requirements = Required Qualifications. Qualifications = Desired Qualifications (the list). Skills = maybe we can pull out skill-specific items like "Proficient with proactively sourcing...", "Experience using strong business acumen...", etc. But those are already in desired qualifications list. Could still list them under Skills; but then Qualifications would be just the experience items (2+ years in-branch, 1+ year managing book). That would avoid duplication. Let's do that. Thus: Requirements: Required Qualifications (2+ years financial services etc.) Qualifications: Desired Qualifications experience items: "2+ years of in‑branch business banking experience", "1+ year of experience managing a dedicated book of small business customers across assigned territory" Skills: the rest of desired qualifications list (skill-based). Let's extract skill-based items from desired qualifications: - Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues - Experience using strong business acumen to provide financial services consultation to business customers - 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 customer to technology and share the value of mobile banking options - Ability to interact with integrity and professionalism with customers and employees - Experience mentoring and peer‑coaching others Now Benefits: we have sentences about robust benefits, competitive compensation, programs for work-life balance, rewarded for investing in community, celebrated for being authentic self, empowered to grow. We'll combine into a paragraph. Now we must not include location, posting end date, etc. Also remove boilerplate like EEO, drug policy, etc. Now produce HTML fragment. Check for any placeholder text: we have no "commensurate with experience" etc. Now output. Let's craft:

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.

Responsibilities

  • Manage and grow a portfolio of low to moderately complex business clients; typically, $500

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