Senior Business Banking Relationship Manager (LO)

About This 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. 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
• Drives 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
• 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

• 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• 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
• Able 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
• BS/BA degree or higher

Job Expectations

• Position will be responsible for visiting customers and prospects outside of the office location within an assigned market/geography
• Individuals in Loan Originator (LO) positions 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
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement