Jobs · Finance · Texas

Business Banker (LO) W 35TH STREET

ALPFA Baltimore Chapter · Austin, TX · 1 mo ago
Finance$500k/yrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarized away detail. Remove boilerplate: AI insights lines, EEO, equal opportunity, scam warning, navigation, cookie, legal, etc. Also remove duplicated lines. Must not create Pay/Schedule/Benefits sections unless posting actually states them. The posting does not mention pay, schedule, benefits explicitly? It mentions "robust benefits, competitive compensation" in the "Why Wells Fargo" paragraph. That's a mention of benefits and compensation. So we could include Benefits section with that content? The instruction: "Prefer a few substantive sections over many thin ones." Also "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". The mention of "robust benefits, competitive compensation" is somewhat generic but still specific? It says "robust benefits, competitive compensation". That's not placeholder like "commensurate with experience". It's actual statement. So we could include Benefits section with that sentence. Pay maybe not explicit numbers, but "competitive compensation" could be considered pay. However they said never create Pay/Schedule/Benefits sections unless posting actually states them. It does state "competitive compensation" and "robust benefits". So we could include Benefits and maybe Pay? But Pay is similar to compensation. Might be redundant. Safer to include Benefits section with that sentence, and maybe not Pay because no explicit pay details. Schedule not mentioned. So omit Pay and Schedule. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills maybe. The posting includes "About This Role" paragraph, then "In This Role, You Will" list of duties (responsibilities). Then "Required Qualifications", "Desired Qualifications". Then "Job Expectations" (some legal stuff). Also "Location". Also "Why Wells Fargo" includes benefits etc. Also "Living the Well Life" paragraph about benefits etc. We need to map to headings. We should not include "Job Expectations" as a heading unless we map to Requirements or Qualifications? It includes regulatory requirements, but it's more like job expectations. Could be part of Requirements? But we have Required Qualifications and Desired Qualifications. The Job Expectations includes visa sponsorship not eligible, LO qualification requirements, etc. That's substantive. Could be part of Requirements? Might be better to create a section "Requirements" and put both Required Qualifications and Job Expectations content there? But we must not lose info. We could have separate sections: Required Qualifications, Desired Qualifications, Job Expectations. However headings allowed are only the listed ones: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content to those headings. "Qualifications" could encompass both required and desired. "Requirements" could be job expectations? Or we could combine. We need to decide a structure that preserves all substantive info. Let's extract substantive content: - Why Wells Fargo: paragraph about mission, benefits, compensation, work-life balance, community, etc. This is about benefits and culture. Could go under Benefits section. - About This Role: brief description: Business Banker (LO) in Consumer Banking and Lending, responsible for building/maintaining/growing relationships with business banking clients in branches, frequent interactions, learn more about career areas. - In This Role, You Will: bullet list (actually sentences separated by semicolons). Let's list each duty: 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 - Required 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 - Desired Qualifications: list bullet points (starting with "2+ plus years of in branch business banking experience", etc.) - Job Expectations: This position is not eligible for Visa sponsorship. 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 - Location: 1601 W 35TH ST Austin, TX 78703. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date 9 Oct 2026. Job posting may come down early due to volume of applicants. - Also there is EEO etc which we must remove. We need to output HTML with headings

for sections we include. We'll include: - About the role (combining "About This Role" and maybe "Why Wells Fargo"? Actually "About the role" heading likely for role description. We'll put the "About This Role" paragraph there. - Responsibilities: the list of duties from "In This Role, You Will". - Requirements: could include Required Qualifications + Job Expectations (since they are requirements). Or we could have Qualifications section for Required+Desired, and Requirements for Job Expectations. But we have both headings. Let's assign: - Requirements: Required Qualifications + Job Expectations (visa sponsorship, LO qualification, etc.) - Qualifications: Desired Qualifications (maybe also include Required? But we already used Required in Requirements). To avoid duplication, we could put Required Qualifications under Requirements, and Desired Qualifications under Qualifications. That seems logical. - Skills: maybe we could extract skills from Desired Qualifications (like business acumen, proactively sourcing, etc.) but they are already qualifications. Could also put under Skills. But we already have Qualifications section. Perhaps we can omit Skills if no distinct skills content beyond qualifications. But we need to preserve all substantive info; if we put Desired Qualifications under Qualifications, that's fine. Skills section could be omitted. - Benefits: include the paragraph about robust benefits, competitive compensation, work-life balance, community, etc. Also maybe the "Living the Well Life" paragraph. We must not include filler like "commensurate with experience". Not present. We must not include navigation, boilerplate, EEO, etc. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must output only HTML fragment. Let's craft:

About the role

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.

Responsibilities

  • 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

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

This position is not eligible for Visa sponsorship. 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.

Qualifications

  • 2+ plus 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
  • 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 professional

Similar jobs

Business Banker (LO)

Wells FargoGlen Allen, VA· 1 mo ago
Finance$25.48–$37.98/hrapply on tnl2.jometer.com