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 local market by deepening relationships and engaging in prospecting activities. Learn more about career areas and lines of business at wellsfrakjobs.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 includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction

Requirements

• 4+ years of banking experience, or equivalent through work experience, training, military experience, or 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
• Excellent relationship-building and communication skills with individuals at all levels, both internally and externally
• Ability to balance client needs 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
• A BS/BA degree or higher

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
• Position will be 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

Posting Locations

• 9595 Six Pines Dr STE 300 - The Woodlands, TX 77380
• 9511 N Sam Houston Pkwy E - Humble, TX 77396
• 4200 Spencer Hwy - Pasadena, TX 77504
• 2821 Business Center Dr - Pearland, TX 77584
• 14600 Katy Fwy - Houston, TX 77079

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.