Full-Time

Senior Business Banking Relationship Manager

Deadline 7/31/26
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

Compensation Overview

$104k - $168k/yr

+ Incentives

Salinas, CA, USA

In Person

On-site in Salinas, CA; occasional travel within the assigned market.

Category
Finance & Banking (1)
Required Skills
Financial analysis
Risk Management

Get referred to Wells Fargo

Find people who can refer or advise you

Requirements
  • 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • 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
  • 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
Desired Qualifications
  • 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm 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

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Get referred to Wells Fargo

Find people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Net income jumped 17% to $6.41 billion in Q2 2026 due to interest income.
  • The Federal Reserve lifted the $1.95 trillion asset cap in mid-2025, enabling active expansion.
  • CEO Charlie Scharf replaced the old sales culture with operational excellence and tech innovation by April 2026.

What critics are saying

  • OCC consent order blocks high-risk product expansion in crypto and trade finance through September 2024.
  • $1.7 billion CFPB civil penalty forces $2 billion restitution, eroding consumer brand equity.
  • Failure to comply with AML orders could trigger asset cap re-imposition within 6–12 months.

What makes Wells Fargo unique

  • Wells Fargo uniquely prioritizes building risk and control frameworks as its core strategic pillar.
  • The bank combines physical branches with digital self-service and relationship-led direct sales.
  • It leverages the top deposit-gathering franchise in the United States for deep client relationships.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

Company News

Urban Strategies Inc.
Jun 9th, 2026
USI secures $1.2M from Wells Fargo to boost economic mobility and entrepreneurship

Urban Strategies Inc. (USI) has received a $1.2 million grant from Wells Fargo to advance economic mobility and entrepreneurship in Norfolk, Baltimore, Sacramento and St. Louis. The funding will expand access to Community Development Financial Institution resources, provide seed funding for local businesses and enhance USI's Economic Wellness Assessment tool. The grant supports the launch of USI's Resident Start-Up Challenge in June, offering entrepreneurs up to $50,000 in capital alongside business incubation services, technical assistance and mentorship. The competition targets residents receiving USI services with business plans focused on sustainable economic impact and local reinvestment. Since 2018, USI's CDFI has deployed nearly $12 million in financing, creating 3,820 jobs and preserving 2,315 housing units nationwide whilst supporting over 100 entrepreneurs.

Chambers and Partners
May 18th, 2026
DZP advises on CANPACK's $565M and $500M notes offering

Polish law firm DZP has advised initial purchasers, led by Citigroup Global Markets Europe and Wells Fargo Securities, on the Polish law aspects of CANPACK's high-yield notes offering. The transaction involved issuance of €500 million in euro-denominated and $500 million in dollar-denominated senior notes. DZP provided counsel on capital markets, regulatory, tax, environmental, and restructuring matters, whilst Simpson Thacher & Bartlett served as lead international counsel. CANPACK is a global Polish-origin manufacturer producing aluminium cans, glass bottles and packaging solutions for the food and beverage sector. The DZP team was led by senior associate Piotr Parzyszek under partner Magdalena Skowrońska's oversight, with additional support from specialists in restructuring, environmental protection and tax practices.

Squire Patton Boggs
Apr 27th, 2026
Squire Patton Boggs Advises ICF International on a $1.45 Billion Amended and Restated Credit Agreement | News | Squire Patton Boggs

Squire Patton Boggs represented ICF International, Inc. in connection with an amendment, restatement and increase to its $1.45 billion senior secured credit agreement with PNC Bank, National Association, as administrative agent, and the lenders party thereto. BOFA Securities, Inc. and Wells Fargo Securities, LLC acted as the joint lead arrangers on the transaction.

CANPACK
Apr 17th, 2026
Announcement of pricing of approximately $1,088 million senior notes

THIS RELEASE CONTAINS INSIDE INFORMATION CANPACK GROUP, INC. CANPACK S.A. (“CANPACK”, the “Company”, or the “Group”) Announcement of pricing of approximately $1,088 million (equivalent in a…

StreetInsider
Apr 14th, 2026
Marathon Petroleum enters $5 billion credit agreement

Marathon Petroleum Corporation (NYSE: MPC) entered into a $5 billion, five-year revolving credit agreement on April 7, 2026, according to a company statement.The agreement involves JPMorgan Chase Bank as administrative...