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Wells Fargo · 1 day ago

Senior Business Banking Relationship Manager (LO)

Greenwich, CT

Full-time

Onsite

Mid, Senior Level

$104K/yr - $168K/yr

4+ years exp

Wells Fargo is seeking a Senior Business Banking Relationship Manager to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities.

BankingFinancial ServicesFinTechInsurancePayments

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

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

Banking experiencePortfolio managementDepositCash managementBusiness-to-business salesFinancial services knowledgeMicrosoft OfficeNetworkingFinancial assessmentRelationship buildingCommunication skills

Required

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

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