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Wells Fargo · 2 months ago

Senior Small Business Banking Relationship Manager (LO)

IRVINE, CA

Full-time

Onsite

Mid, Senior Level

$82K/yr - $125K/yr

4+ years exp

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of their growing Small & Business Banking Team. This role focuses on deepening relationships with Small Business customers and engaging in prospecting activities to support their financial needs.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios

Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially

Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio

Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk

Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals

Engage in prospect activities and employ contact strategies focused on generating new small business relationships

Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth

This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Qualification

Business Banking experienceDepositCash managementBusiness-to-business salesFinancial services knowledgeRelationship-buildingMicrosoft OfficeNetworkingRisk managementBachelor's degreeCommunication skills

Required

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