Business Banker (LO) - Raleigh, NC

About the role

Wells Fargo is seeking a role to manage and grow a portfolio of low to moderately complex business clients. Typically, this involves clients with annual sales ranging from $500K to $2MM. The role requires owning the full client journey from onboarding to deepening relationships and acquiring new clients, while delivering a branded, client-centric experience.

Responsibilities

• Manage and grow a portfolio of low to moderately complex business clients, typically with annual sales between $500K to $2MM
• Own the full client journey from onboarding to deepening relationships and acquiring new clients
• Deliver a branded, client-centric experience that drives growth and positions Wells Fargo as a trusted partner
• 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 and position yourself as a product expert to deliver tailored, impactful recommendations
• 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 and gain entire relationship
• 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
• Participate in loan originations, but only assist customers without taking applications 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
• 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
• Able 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
• Able to educate and connect customers to technology and share the value of mobile banking options
• Able to interact with integrity and professionalism with customers and employees
• Experience mentoring and peer-coaching others
• Bilingual Spanish a plus

Qualifications

• High School/GED