Business Banker (LO) Westlake Village, CA

About the role

The Business Banker (LO) role at Wells Fargo involves building, maintaining, and growing relationships with business banking clients in the branches. Responsibilities include understanding and meeting clients' needs, providing tailored financial recommendations, and managing a portfolio of clients ranging from $500K to $2MM in annual sales.

Responsibilities

• Manage and grow a portfolio of low to moderately complex business clients
• Offer a suite of financial solutions and digital services to meet business clients' needs
• Build strong relationships with both external and internal partners to drive 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 without taking an application and without offering or negotiating terms of a dwelling secured transaction
• Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines

Requirements

• 2+ years of financial services, sales, or customer service experience
• 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
• 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
• 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

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 include 1+ year of experience managing a dedicated book of small business customers across assigned territory, proficiency 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, 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

Benefits

• 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

Pay

$30.77 - $45.67

Schedule

Not specified

Location

970 S Westlake Blvd., WESTLAKE VILLAGE, CA 91361

Equal Opportunity Employer

We Value Equal Opportunity

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Please refer to the company's website or job descriptions to learn more about them.