Business Banker (LO) Raleigh

About This Role

Wells Fargo is seeking a Business Banking Client Manager to manage and grow a portfolio of low to moderately complex business clients, typically with annual sales ranging from $500K to $2MM. The role involves owning the full client journey from onboarding to deepening relationships and acquiring new clients, delivering a branded, client-centric experience, and positioning Wells Fargo as a trusted partner.

Responsibilities

- Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of business clients. - Leverage available tools to offer tailored, impactful financial recommendations aligned with client objectives while staying compliant with policies and procedures. - Act as a trusted advisor by providing a full range of products and services including business accounts, credit, treasury services, and digital tools. - Proactively source, acquire, build, 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. - Prospect and network to drive high-quality referrals and grow the small business customer base. - Partner 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.

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. - 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. - Experience mentoring and peer-coaching others. - Bilingual Spanish a plus.

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. - 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. - 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. - Experience mentoring and peer-coaching others. - Bilingual Spanish a plus.