Business Banker – MD/VA/DC Area

Wells Fargo

Senior Business Banking Relationship Manager at Wells Fargo supporting clients and driving portfolio growth. Focused on sourcing new clients and managing complex business relationships.

Posted 7/22/2026full-timeArlington • District of Columbia, Maryland, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $31 - $46 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial services and business banking, with a strong focus on client relationship management, risk assessment, and tailored financial solutions. Proven ability to drive portfolio growth and enhance client experience through proactive communication and strategic engagement.

Highest-signal resume keywords

Business Banking ExperienceFinancial Services ConsultationRisk ManagementClient Relationship ManagementCredit Policy Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AssessmentCredit Solutions StructuringPortfolio Growth StrategiesBusiness AcumenRetail Compliance Knowledge

Soft Skills

Customer Service FocusProactive CommunicationMentoring and CoachingIntegrity and ProfessionalismTeam Collaboration

Tools & Technologies

Digital Banking ToolsTreasury Management ProductsMobile Banking Options

Industry Keywords

Centers of InfluenceUnderwriting PoliciesCash Flow ManagementComplex TransactionsLoss Prevention

About the role

Key responsibilities & impact

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

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 in additional language 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