Full-Time

Senior Small Business Banking Relationship Manager

Posted on 1/8/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Compensation Overview

$69.9k - $124.3kAnnually

Mid, Senior

Carson, CA, USA

Required locations listed above. Relocation assistance is not available for this position.

Category
Commercial Banking
Finance & Banking
Requirements
  • 4+ years of Business 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 - 10mm 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
Responsibilities
  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios
  • Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
  • Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
  • Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
  • Engage in prospect activities and employ contact strategies focused on generating new small business relationships
  • Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet diverse financial needs. Its products work through a combination of physical branches, ATMs, and online and mobile banking platforms, allowing customers to access their accounts and manage their finances conveniently and securely. Unlike many competitors, Wells Fargo has a broad range of specialized services, such as financial planning and wealth management, which cater to clients with different financial goals. The company's goal is to enhance customer success by continually improving its services and maintaining a strong focus on security and innovation.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking solutions enhances customer engagement and service efficiency.
  • The rise of sustainable finance creates opportunities for green investment products.
  • Blockchain integration enhances security and efficiency in cross-border transactions.

What critics are saying

  • Increased competition in the credit facility market may impact Wells Fargo's market share.
  • Pressure to offer sustainable financing options due to competitors securing green loans.
  • Competitive refinancing environment could affect Wells Fargo's profitability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions for diverse clients.
  • The company leverages a robust online and mobile banking platform for customer convenience.
  • Wells Fargo's extensive branch and ATM network enhances its service accessibility.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance