Senior Business Banking Relationship Manager (LO)

About This Role

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the 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
• A BS/BA degree or higher

Job Expectations

• Position will be responsible for visiting customers and prospects outside of the branch 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
• The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
• A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation
• Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Posting Location

301 Broadway, Flatiron Building, Bethlehem, PA 18015
123 S Broad St Philadelphia, PA 19109
101 W Dekalb Pike, 117 S Henderson King Of Prussia, PA 19406

Posting End Date

15 Aug 2026

Company Information

Careers at Wells Fargo: https://www.wellsfargo.com/careers

Equal Opportunity Employer: Wells Fargo is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, gender, national origin, age, disability, veteran status, or any other characteristic protected by law.