Senior Business Banking Relationship Manager (LO)

Wells Fargo · Roswell, GA · 1 mo ago

FinanceFull-time

About This Role

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to join their Small & 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 wellsfargojobs.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 to drive 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
May refer customers interested in a dwelling secured product to a SAFE team member, but does not take applications or negotiate terms

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
3+ years of experience in business-to-business sales
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
Ability to balance client needs with associated risks and interests of Wells Fargo
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

Responsible for visiting customers and prospects outside of the branch location within an assigned market/geography
Must meet Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
Must pass a current credit report to assess financial responsibility and credit fitness
Must meet ongoing regulatory requirements including additional screening, if necessary

Posting Location

1490 Holcomb Bridge Rd., ROSWELL, GA 30076-2581

Posting End Date

30 Jul 2026

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-539437