Senior Business Banking Relationship Manager

About the role

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to join their growing Business Banking Team. This role supports customers in an assigned market by deepening relationships and engaging in prospecting activities.

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 one or a combination of the following: work experience, training, military experience, education
• 2+ years of experience sourcing and/or managing a portfolio of clients with $2mm - 25mm in annual revenue
• 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
• 3+ years of experience in business-to-business sales
• 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

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

Posting Location

7977 Jericho Tpke, WOODBURY, NY 11797

Pay Range

$104,000.00 - $168,000.00

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

Posting End Date

12 Jul 2026

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.