Business Banker (LO) MD/VA/DC area

About This Role

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to join their growing Business Banking Team. This role supports customers in an assigned market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.

Responsibilities

• Sources and onboards new business clients through strategic prospecting, community outreach, and internal referrals
• Builds visibility and develops strong Centers of Influence (COIs) to support long-term relationship development
• Deepens existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
• Manages a moderately complex book of business
• Drives portfolio growth by increasing core deposit balances and identifying deepening opportunities
• Proactively manages risk exposure and ensures alignment with underwriting policies and risk guidelines
• Conducts comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
• Structures and supports secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
• Presents credit recommendations and financial strategies to clients and internal stakeholders
• Recommends and delivers a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
• Tailors solutions to client operating cycles, cash flow needs, and strategic goals
• Collaborates with product teams and internal stakeholders to creatively solve client challenges and streamline processes
• Engages financial decision-makers with proactive communication and responsive service
• Provides actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
• Retains and grows client relationships by advising on financial strategies and managing expectations with transparency and care
• 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.

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 small business customers across assigned territory
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• 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
• 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
• Bilingual in additional language a plus

Qualifications

• 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
• Desired 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, 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, 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, Bilingual in additional language a plus

Pay Range

$30.77 - $45.67

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Location

Locations: 2213 N GLEBE RD., ARLINGTON, VA
1300 CONNECTICUT AVE NW, WASHINGTON, DC
107 Crown Park Ave., Gaithersburg, MD
7620 LITTLE RIVER TPKE., ANNANDALE, VA

Reference Number

R-562459-2