Full-Time

Business Banker

Updated on 7/23/2026

Deadline 7/27/26
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

No salary listed

No H1B Sponsorship

Ocala, FL, USA

In Person

Branch location in Ocala, FL; Banker placements may occur within a 10-mile radius of the branch.

Category
Finance & Banking (1)
Required Skills
Sales
Customer Service

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Requirements
  • 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
Responsibilities
  • 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
  • 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 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

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

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Simplify Jobs

Simplify's Take

What believers are saying

  • Net income surged 17% to $6.41 billion in Q2 2026 due to higher interest income and trading gains.
  • The Fed lifted the $1.95 trillion asset cap in mid-2025, enabling expansion against Big Four peers.
  • AI-driven productivity gains and tech-sector lending support resilient 2026 earnings growth under CEO Charlie Scharf.

What critics are saying

  • OCC enforcement bars expansion into high-risk money laundering areas for 3–6 months, capping 60–80% of high-margin revenue.
  • The $3.7 billion CFPB auto-loan settlement in January 2026 signals persistent regulatory distrust and follow-on penalties.
  • Failure to fix systemic misconduct could trigger renewed Fed asset cap in 12–24 months, threatening long-term viability.

What makes Wells Fargo unique

  • Wells Fargo leverages the largest U.S. deposit base and top-three franchise positions across core banking segments.
  • The bank emphasizes operational excellence and risk remediation over aggressive cross-selling to rebuild trust after scandals.
  • Its hybrid model combines physical branches, digital self-service, and relationship-led sales for broad customer reach.

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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

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