Business Banker (LO) MD/VA/DC area Hiring Requisition
Wells Fargo · Gaithersburg, MD · 1 wk ago
Finance$30.77–$45.67/hrFull-time
Wells Fargo is seeking a Senior Business Banking Relationship Manager to support customers in an assigned market by deepening relationships and engaging in prospecting activities.
Responsibilities
- Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
- Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
- Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
- Manage a moderately complex book of business
- Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
- Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
- Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
- Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
- Present credit recommendations and financial strategies to clients and internal stakeholders
- Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
- Tailor solutions to client operating cycles, cash flow needs, and strategic goals
- Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
- Engage financial decision-makers with proactive communication and responsive service
- Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
- Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care
- Assist customers with needs assessment and refer those interested in dwelling-secured products to a SAFE team member (without taking applications or negotiating terms)
Requirements
- 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
Qualifications
- 2+ years of in-branch business banking experience
- 1+ year of experience managing a dedicated book of small business customers across an assigned territory
- Proficient in 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 meet team objectives while maintaining individual performance
- Customer service focus with experience handling complex transactions across multiple systems
- Knowledge of retail compliance controls, risk management, and loss prevention
- Ability to educate customers on 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 an additional language (a plus)
Job Expectations
- This position is not eligible for Visa sponsorship
- Individuals in Loan Originator (LO) positions must meet Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards
- Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary
Locations
- 3140 Washington Blvd., Arlington, VA
- 1300 Connecticut Ave NW, Washington, DC
- 107 Crown Park Ave., Gaithersburg, MD
- 7620 Little River Turnpike, Annandale, VA
Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay
$30.77 - $45.67 per hour. Pay may vary depending on factors including demonstrated prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
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