Business Banker (LO) Triangle Evergreen

Wells Fargo is seeking a professional to manage and grow a portfolio of low to moderately complex business clients with annual sales typically ranging from $500K to $2MM. This role involves 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.

Responsibilities

• Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations.
• Develop a 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 and gain the entire relationship.
• Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines.
• Assist customers with needs assessment and refer those interested in dwelling-secured products to a SAFE team member without taking an application or offering/negotiating terms of a dwelling-secured transaction.
• Meet Loan Originator (LO) requirements under Regulation Z, including financial responsibility, character, general financial fitness, and criminal background standards.

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.
• For Europe, Middle East & Africa only: Experience in financial services, sales, or customer service, or equivalent demonstrated through one or a combination of the following: work experience, training, 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 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 the 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.
• Ability to interact with integrity and professionalism with customers and employees.
• Experience mentoring and peer-coaching others.
• Bilingual Spanish is 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 and comply with related Wells Fargo policies.
• Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.

Locations: Apex, Raleigh, Durham, and Cary.