Jobs · Finance · Georgia

Senior Business Banking Relationship Manager (LO) Greater Atlanta Area

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 growing Business Banking Team. This role supports customers in an assigned market by deepening relationships and engaging in prospecting activities. Learn more about 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 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
  • Strong knowledge of deposit and cash management products and services
  • Excellent relationship-building and communication skills with individuals at all levels, internally and externally
  • Demonstrated credit acumen, including the ability to analyze financial statements, cash flow, repayment capacity, and understand credit risk
  • 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 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
  • 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 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
  • This position is not eligible for visa sponsorship

Locations

  • Stockbridge-3400 Satellite Blvd, Duluth, GA
  • Gwinnett Mall-5490 N Henry Blvd, Stockbridge, GA
  • Piedmont Buckhead-3235 Peachtree Rd NE - Atlanta GA
  • Old Alabama-1490 Holcomb Bridge, Roswell GA
  • Cumberland-3351 Riverwood parkway Atlanta

Posting End Date

21 Aug 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.

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