Business Banker, LO

Wells Fargo

Business Banker managing business banking clients in branch offices at Wells Fargo. Building relationships and providing tailored financial solutions for business customers.

Posted 7/21/2026full-timeRichmond • Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and delivering tailored financial solutions, with a strong understanding of bank lending programs and compliance standards. Proven ability to drive growth through effective networking and collaboration with internal partners.

Highest-signal resume keywords

Financial Services ExperienceBusiness Banking KnowledgeClient Relationship ManagementSales AcumenRetail Compliance Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsBank Lending ProgramsCredit PoliciesCustomer ServiceRisk ManagementDigital Banking ToolsBusiness AcumenSales StrategyPortfolio ManagementComplex Transaction Handling

Soft Skills

Relationship BuildingIntegrityProfessionalismMentoringCustomer Focus

Tools & Technologies

Mobile Banking OptionsDigital Services

Industry Keywords

Small Business BankingClient-Centric ExperienceCompliance ControlsLoss PreventionFinancial Consultation

About the role

Key responsibilities & impact

Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines

Requirements

What you’ll need

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Experience mentoring and peer-coaching others
Bilingual Spanish a plus

Benefits

Comp & perks

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