Wells Fargo

Senior Business Banking Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Irvine • California • United States

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Salary

💰 $104,000 - $168,000 per year

Job Level

Senior

About the role

  • 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

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 $1mm - 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 balances 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
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial assessmentscredit solutionsportfolio managementrisk managementdeposit productscash managementbusiness banking productsfinancial strategiesclient engagementbusiness-to-business sales
Soft Skills
relationship-buildingcommunicationproactive engagementproblem-solvingclient managementtransparencyinterpersonal skillscollaborationfeedback provisionstrategic thinking