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Jobs · Finance · Texas

Business Banker (LO) San Felipe

Wells Fargo · Houston, TX · 2 wk ago
Finance$500k/yrFull-time

About the role

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. This role involves building, maintaining, and growing relationships with business banking clients in branches. Responsibilities include understanding and meeting client needs, 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, leveraging available tools and positioning yourself as a product expert.
  • Provide financial services consultation to business customers, using strong business acumen and extensive knowledge of bank lending programs, credit policies, and specialty products.
  • Build and maintain relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base.
  • Collaborate with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines.
  • Assist customers interested in dwelling secured products by referring them to a SAFE team member, without taking applications or negotiating terms.
  • Participate in activities that require customer contact and job duties, such as needs assessment and referral.

Requirements

  • 2+ years of financial services, sales, or customer service experience, or equivalent through work experience, training, military experience, or education.
  • 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.
  • 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.
  • Ability 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.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Experience mentoring and peer-coaching others.
  • Fluency in Spanish is a plus.

Qualifications

  • 2+ years of financial services, sales, or customer service experience, or equivalent through work experience, training, military experience, or education.
  • 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.
  • 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.
  • Ability 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.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Experience mentoring and peer-coaching others.
  • Fluency in Spanish is a plus.

Benefits

Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S.

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