Business Banker (LO) Denton Crossing

About the role

The Business Banker (LO) position at Wells Fargo involves building, maintaining, and growing relationships with business banking clients in the branches. Responsibilities include managing and growing a portfolio of clients, 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
• Understand and analyze clients' operations and priorities to provide tailored financial recommendations
• 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, and maintain relationships with customers and colleagues
• 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
• 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
• 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
• Strong understanding of 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
• 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
• Experience mentoring and peer-coaching others
• Fluent in Spanish a plus