Senior Business Banking Relationship Manager (LO)
Wells Fargo · Hollywood, FL · 2 wk ago
FinanceFull-time
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 market by deepening relationships and engaging in prospecting activities. Learn more about the 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
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
- 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
Qualifications
- 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
Locations
- West Hollywood-6015 Washington St., HOLLYWOOD, FL 33023
- Liberty City-Edison Marketplace-Brickell Ave
Posting End Date
31 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.
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-556731-1