Senior Business Banking Relationship Manager (LO)

About the 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 wellsfargojobs.com.

Responsibilities

• Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
• Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
• Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
• Manage a moderately complex book of business
• Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
• Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
• Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
• Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
• Present credit recommendations and financial strategies to clients and internal stakeholders
• Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
• Tailor solutions to client operating cycles, cash flow needs, and strategic goals
• Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
• Engage financial decision-makers with proactive communication and responsive service
• Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
• Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care
• Assist customers interested in dwelling‑secured products by needs assessment and referral to a SAFE team member (no application taken, no terms offered or negotiated)
• Visit customers and prospects outside the branch location within the assigned market/geography
• Meet Loan Originator (LO) qualification requirements under Regulation Z and Consumer Financial Protection Bureau standards, including financial responsibility, character, general financial fitness, and criminal background checks
• Undergo ongoing regulatory requirements and additional screening as necessary

Requirements

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

Qualifications

• 2+ years of experience sourcing and/or managing a portfolio of clients with $2mm‑25mm in annual revenue
• Strong knowledge of deposit and