Full-Time

Business Banker

Posted on 7/13/2026

Deadline 7/27/26
Wells Fargo

Wells Fargo

10,001+ employees

Nationwide banking and financial services

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 provides banking, investment, and payment services to individuals, businesses, and institutions. Its products include checking and savings accounts, loans, credit cards, wealth management, and payments, accessible through branches, online and mobile platforms, and full payment rails. The company combines a wide national footprint with a long history and a business model that integrates banking, investment, and payments, supported by a large network of branches and ATMs. Its goal is to help customers manage money, grow wealth, and move funds safely and reliably.

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

  • Q2 2026 net income reached $6.4 billion, and EPS rose to $2.00.
  • Q2 2026 revenue hit $22.6 billion, with deposits and loans both growing year over year.
  • The Fed lift and 11% dividend increase signal stronger capital flexibility in 2026.

What critics are saying

  • Charlie Scharf said AI cuts will eliminate tens of thousands more jobs in 2026.
  • Headcount has fallen 24 straight quarters, signaling deeper operating strain and cultural disruption.
  • A new control failure after 2016 would revive regulatory scrutiny and damage franchise trust again.

What makes Wells Fargo unique

  • March 2026 Fed termination ended Wells Fargo’s last public enforcement action.
  • August 2026 tokenized deposits extend corporate payments across regulated, insured bank rails.
  • Wells Fargo’s national scale and 197,000-person platform supports lending, wealth, and investment banking.

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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

Company News

Yahoo Finance
Aug 13th, 2026
Wells Fargo sets $700 Microsoft price target as Azure tops $100B revenue

Wells Fargo analyst Michael Turrin has set the highest Microsoft price target on Wall Street at $700, up from $650. The firm had previously cut its target to $625 in July amid concerns over AI infrastructure spending. The reversal came after Microsoft's 29 July earnings report showed Azure crossing $100 billion in annualised revenue, growing 43% in constant currency. Microsoft reported adjusted earnings per share of $4.74 on revenue of $90.01 billion, beating consensus estimates. Turrin maintained his Overweight rating, arguing Microsoft's enterprise AI leadership and corporate software dominance justify a premium valuation. The target implies roughly 39% upside from the current stock price of $503.81. The average analyst target across 35 firms sits at $562.

StreetInsider
Aug 13th, 2026
CB&I upsizes senior secured credit facility to $625M following Asset Solutions acquisition

CB&I, a provider of integrated storage and asset-management solutions, has closed an upsized senior secured credit facility of $625 million, up from $400 million. The expanded facility comprises a $500 million revolving credit facility and a new $125 million Term Loan A, both maturing on 4 December 2028. The additional capacity replenishes cash used to acquire Asset Solutions, previously part of the Petrofac Group, and enhances financial flexibility for future investments. The revolving credit facility remains undrawn at closing, with CB&I having no funded debt outstanding. Citibank led the syndication, which added Goldman Sachs Bank USA and Zions Bancorporation to the lending group. Existing lenders include Truist Securities, National Bank of Canada, Webster Bank, Texas Capital Bank, Crédit Agricole CIB, Wells Fargo, and J.P. Morgan.

Morningstar
Aug 13th, 2026
Orange EV secures $100M credit facility with Wells Fargo to fuel yard electrification growth

Orange EV, a US manufacturer of zero-emissions terminal trucks, has secured a $100 million revolving credit facility led by Wells Fargo Bank. The senior secured facility will strengthen the company's balance sheet and provide liquidity for working capital, expansion of its OptiGrid subsidiary, and growth of its rental and leasing platform. OptiGrid develops battery-integrated fast charging solutions that enable rapid deployment of charging infrastructure without costly utility upgrades. The technology can compress deployment timelines from months or years to days or weeks. CEO Kurt Neutgens said the company is on track for one in four new yard trucks purchased or leased to be an Orange EV vehicle. The firm has tripled production and recently deployed its 2,000th electric terminal truck, with a recent order for 600 units.

Yahoo Finance
Aug 11th, 2026
Wells Fargo launches blockchain deposits for 24/7 settlements after 25% EPS jump to $2.00

Wells Fargo has launched tokenized deposits, allowing corporate clients to move money 24/7 using blockchain technology. The service enables round-the-clock settlement within the insured banking system, starting with dollar-to-pound exchanges this autumn before expanding through 2027. The bank reported strong quarterly results, with diluted earnings per share rising 25% to $2.00. Total revenue reached $22.6 billion, up 9%. Investment banking fees exceeded $900 million, whilst wealth and investment management revenue grew 13% to $3.9 billion. However, executives sounded caution about the outlook. The bank now expects noninterest-bearing deposits to remain flat rather than grow. Chief executive Charlie Scharf warned that "strong environments like this do not last forever" as leverage builds across the financial system.

Agility PR Solutions
Aug 11th, 2026
Wells Fargo Awards $1.3 Million Grant to Ascendus to Grow Small Businesses Across Four States

Announced on stage at the iHeartRadio New York’s Z100 Summer Bash presented by Wells Fargo, the grant pairs $900,000 in capital with more than 200 hours of coaching for entrepreneurs, supporting 170...

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