Senior Business Banker Relationship Manager (LO)

About This Role

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to join their Small & Business Banking Team. This role involves supporting customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about career areas and lines of business at wellsfrfjobs.com.

Responsibilities

• Sources and onboards new business clients through strategic prospecting, community outreach, and internal referrals
• Builds visibility and develops strong Centers of Influence (COIs) to support long-term relationship development
• Deepens existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
• Manages a moderately complex book of business to drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
• Proactively manages risk exposure and ensures alignment with underwriting policies and risk guidelines
• Conducts comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
• Structures and supports secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
• Presents credit recommendations and financial strategies to clients and internal stakeholders
• Recommends and delivers a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
• Tailors solutions to client operating cycles, cash flow needs, and strategic goals
• Collaborates with product teams and internal stakeholders to creatively solve client challenges and streamline processes
• Engages financial decision-makers with proactive communication and responsive service
• Provides actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
• Retains and grows client relationships by advising on financial strategies and managing expectations with transparency and care
• May need to refer customers interested in a dwelling secured product to a SAFE team member and assist customers without taking an application or offering or negotiating terms of a dwelling secured transaction

Requirements

• 4+ years of banking experience, or equivalent demonstrated through work experience, training, military experience, education
• 2+ years of experience sourcing and/or managing a portfolio of clients with $2mm - 25mm in annual revenue
• 3+ years of experience in business-to-business sales
• Strong knowledge of deposit and cash management products and services
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
• Ability to balance needs of clients with associated risks and interests of Wells Fargo
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills

Qualifications

• BS/BA degree or higher

Job Expectations

• Visiting customers and prospects outside of the branch location within an assigned market/geography
• Responsible for visiting customers and prospects outside of the branch location within an assigned market/geography
• Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies

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
• Commute benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date

10 Jul 2026

Wells Fargo 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.

Reference Number

R-555242