Senior Relationship Manager, Small Business Banking – LO
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Ontario • California • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $114,000 per year
Job Level
Senior
About the role
- Onboard, manage, and grow account relationships with Small Business customers (revenue $1-25MM) within assigned portfolios
- Assess customer financial needs through review and analysis of moderately complex data and recommend appropriate financial products and services
- Develop exceptional customer relationships with understanding of cash flow and small business operating cycles
- Ensure overall success and growth of assigned portfolio by deepening existing customer relationships and managing risk
- Collaborate and consult with internal small business partners to independently resolve moderately complex customer or process issues
- Engage in prospecting activities and employ contact strategies to generate new small business relationships
- Lead or participate in moderately complex initiatives and contribute to large-scale initiatives related to customer relationships and business growth
- Visit customers and prospects outside of the branch in an assigned market; refer dwelling-secured product interest to SAFE team member and assist customers without taking applications
Requirements
- 4+ years of Business Banking experience, or equivalent demonstrated through work experience, training, military experience, or education
- 2+ years of experience sourcing and/or managing a portfolio of clients with $1mm - 25mm in annual revenue (desired)
- Strong knowledge of deposit and cash management products and services
- Strong relationship-building and excellent communication skills with individuals at all levels
- 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 (desired)
- Must meet Loan Originator (LO) requirements under Regulation Z and Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness and criminal background standards
- A current credit report will be used to assess financial responsibility; ongoing regulatory screening may be required
- Position responsible for visiting customers and prospects outside of the branch location
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
Business Bankingdeposit productscash management productsportfolio managementfinancial analysisrisk managementbusiness-to-business salescustomer relationship managementprospectingfinancial services knowledge
Soft skills
relationship-buildingcommunication skillsinterpersonal skillsconsultationproblem-solvingcollaborationcustomer serviceorganizational skillsnegotiationadaptability
Certifications
Loan Originator (LO) certificationRegulation Z complianceConsumer Financial Protection Bureau qualification