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Wells Fargo

Nationwide banking and financial services

Senior Business Banking Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeTampa, FL, USANo salary listed

About the Job

Requirements

  • At least 4 years of banking experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements and applicable Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards. Candidates must meet ongoing regulatory requirements, including additional screening if necessary.

Responsibilities

  • Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals.
  • Build visibility and develop Centers of Influence to support long-term relationship development.
  • Deepen existing relationships by understanding client priorities and identifying opportunities for engagement and expansion.
  • Manage a moderately complex book of business.
  • Grow the portfolio by increasing core deposit balances and identifying relationship-deepening opportunities.
  • Manage risk exposure and align activities with underwriting policies and risk guidelines.
  • Conduct financial and credit assessments covering 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 business banking products, including credit, treasury management, and digital banking tools.
  • Tailor solutions to clients’ operating cycles, cash flow needs, and strategic goals.
  • Collaborate with product teams and internal stakeholders to solve client challenges and streamline processes.
  • Engage financial decision-makers through proactive communication and responsive service.
  • Provide actionable feedback to improve tools and offerings and elevate client experience and operational effectiveness.
  • Retain and grow client relationships by advising on financial strategies and managing expectations transparently.
  • Assess customer needs and refer customers interested in dwelling-secured products to a SAFE team member; do not take applications or offer or negotiate terms of dwelling-secured transactions.
  • Visit customers and prospects outside the office within an assigned market or geography.

Desired Qualifications

  • At least 2 years of experience sourcing or managing a portfolio of clients with $2 million to $25 million in annual revenue.
  • At least 3 years of business-to-business sales experience.
  • Credit acumen, including analyzing financial statements, cash flow, repayment capacity, and credit risk.
  • Knowledge of deposit and cash management products and services.
  • Relationship-building ability and communication with individuals at all levels, internally and externally.
  • Ability to balance client needs with Wells Fargo’s associated risks and interests.
  • An established network in the local market.
  • A Bachelor of Science or Bachelor of Arts degree or higher.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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