W

Wells Fargo

Diversified financial services: banking, lending, investments

Senior Business Banking Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMcLean, VA, USA

About the Job

Requirements

  • At least 4 years of banking experience, or equivalent demonstrated through work experience, training, military experience, education.
  • Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards, and comply with Wells Fargo policies.
  • Successful 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 proactively identifying opportunities for engagement and expansion.
  • Manage a moderately complex book of business.
  • Drive portfolio growth by increasing core deposit balances and identifying opportunities to deepen relationships.
  • 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 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 solve client challenges and streamline processes.
  • Engage financial decision-makers with proactive communication and responsive service.
  • Provide actionable feedback to enhance tools and offerings and improve client experience and operational excellence.
  • Retain and grow client relationships by advising on financial strategies and managing expectations transparently.
  • Assess customer needs and refer customers interested in a dwelling-secured product to a SAFE team member; assist without taking an application or offering or negotiating transaction terms.
  • Visit customers and prospects outside the branch within an assigned market or geography.
  • Fulfill applicable risk-program obligations, follow Wells Fargo policies and procedures, and escalate and remediate issues promptly.
  • Monitor, govern, identify, and escalate risks, and make sound risk decisions consistent with business-unit risk appetite and applicable risk and compliance requirements.

Desired Qualifications

  • At least 2 years of experience sourcing or managing a portfolio of clients with $2 million to $25 million in annual revenue.
  • Strong knowledge of deposit and cash management products and services.
  • Ability to balance client needs with associated risks and Wells Fargo's interests.
  • At least 3 years of business-to-business sales experience.
  • Established network in the local market.
  • Knowledge and understanding of the financial services industry.
  • Intermediate Microsoft Office skills.
  • A Bachelor of Science or Bachelor of Arts degree or higher.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

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

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs