Senior Business Relationship Manager (LO) Orlando

About the role

This role supports customers in an assigned market by deepening relationships and engaging in prospecting activities. It involves sourcing and onboarding new business clients through strategic prospecting, community outreach, and internal referrals. The role also builds visibility and develops strong Centers of Influence (COIs) to support long-term relationship development.

Responsibilities

• 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
• May need to refer customers interested in a dwelling secured product to a SAFE team member and assist customers without taking an application or offering or negotiating terms of a dwelling secured transaction

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
• Ability 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

Qualifications

• Must meet the 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 have a current credit report to assess financial responsibility and credit fitness
• Must meet ongoing regulatory requirements including additional screening, if necessary
• Must be responsible for visiting customers and prospects outside of the office location within an assigned market/geography