Jobs · Sales · California

Business Banker (LO) San Francisco, CA

Wells Fargo · San Francisco, CA · 1 mo ago
Sales$30.77–$45.67/hrFull-time
We need to output only HTML fragment, using

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, EEO, etc. Must preserve all substantive info. We need to parse the posting. Content: - About This Role: description: Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com . (We can keep that as prose.) - In This Role, You Will: list of duties (multiple bullet-like sentences). We need to extract responsibilities. Let's list them: 1. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner 2. Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations 3. Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures 4. Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools 5. Actively prospect and network to 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 to gain entire relationship 6. Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines 7. 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. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below We could treat #7 as part of responsibilities. Then Required Qualifications: bullet list: 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: list: - 2+ years of in-branch business banking experience - 1+ year of experience managing a dedicated book of small business customers across assigned territory - Bilingual speaking and listening proficiency in Spanish/English - 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 - 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 customer 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 Job Expectations: This position is not eligible for Visa sponsorship. This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Locations: 4648 Mission St., SAN FRANCISCO, CA 94112 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $30.77 - $45.67 Benefits: list: 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 Posting End Date: 16 Oct 2026 (maybe we can drop as metadata? It's not a section heading; we can include as short p maybe but not required. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we could include location and posting end date in a short p. We must not include boilerplate like EEO, disability, drug policy, etc. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for About the role (first paragraph). Responsibilities (the list under "In This Role, You Will"). Requirements? Could be Required Qualifications. Qualifications? Could be Desired Qualifications. Skills? Could be some of the desired qualifications that are skill-based; but we might combine. However we should avoid thin sections. Perhaps we combine Required and Desired into Qualifications? But we have both Required and Desired; we could make Requirements = Required Qualifications, Qualifications = Desired Qualifications. Skills maybe not needed if we already have Qualifications covering skills. But we need to decide which sections to include based on having real specific content. We have: - About the role: yes. - Responsibilities: yes. - Requirements: Required Qualifications. - Qualifications: Desired Qualifications. - Skills: maybe we could extract skill-specific items from Desired Qualifications (like "Proficient with proactively sourcing, acquiring, building, and maintaining relationships", "Experience using strong business acumen", etc.) but that would be thin. Better to omit Skills section if not enough distinct content. - Benefits: yes. - Pay: yes (pay range). - Schedule: not mentioned; no schedule info. So omit. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay. We need to use

for each section heading. Inside each section, we need

for prose,

  • for lists. We must preserve all substantive information; do not invent or summarize away detail. We need to include location and posting end date maybe as a short p under About the role or separate? Could be a small p after About the role before responsibilities. The instruction: fold minor metadata into a short

    or drop it. So we can include a p with location and posting end date. Let's craft. About the role: combine the first paragraph plus maybe location and posting date. Paragraph: "Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com." Then a short p: "Location: 4648 Mission St., SAN FRANCISCO, CA 94112. Posting end date: 16 Oct 2026." Responsibilities: list each duty as

  • . Need to keep the exact sentences. Let's list them exactly as in text: - Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner - Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations - Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures - Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools - Actively prospect and network to 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 to gain entire relationship - Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines - 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. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below We could keep that as one li. Requirements (Required Qualifications): The text: "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" We can make that a single li? It's a sentence with a list inside. Could keep as one li. Qualifications (Desired Qualifications): list each bullet. Let's extract each bullet exactly: - 2+ years of in-branch business banking experience - 1+ year of experience managing a dedicated book of small business customers across assigned territory - Bilingual speaking and listening proficiency in Spanish/English - 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 - 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 customer 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 We need to keep them as
  • . Benefits: list each benefit. From text: "Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement" It seems missing punctuation; we need to split correctly. Let's parse: - Health benefits - 401(k) Plan - Paid time off - Disability benefits - Life insurance, critical illness

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