Full-Time

Branch Small Business Banker

Safe

Posted on 10/1/2025

Deadline 10/14/25
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

Compensation Overview

$28 - $44/hr

No H1B Sponsorship

Iselin, Woodbridge Township, NJ, USA

In Person

Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.

Category
Finance & Banking (1)
Required Skills
Risk Management
Requirements
  • 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Responsibilities
  • Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
  • Service business customers with their business needs in a branch environment
  • Carry out business banking focused functions over the phone
  • Present recommendations for resolving more complex situations
  • Provide information to colleagues, internal partners, and stakeholders, including customers
  • Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
  • Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
  • Participate in community organizations and build relationships with centers of influence
  • Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
  • Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
  • Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Desired Qualifications
  • 1+ year of experience managing a dedicated book of small business customers across assigned territory
  • Knowledge and understanding of book of business
  • Experience using strong business acumen to provide financial services consultation to small business customers
  • Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience building and maintaining effective relationships with customers and internal partners
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • 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
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer-coaching others
  • Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
  • Fluent in 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

Simplify Jobs

Simplify's Take

What believers are saying

  • Federal Reserve lifted 2018 asset cap on June 3, 2025, enabling deposit and investment growth.
  • Wells Fargo Securities arranged $1.45 billion ICF International credit deal in 2026.
  • Firm ranked No. 33 on Fortune’s 2025 list of America’s largest corporations.

What critics are saying

  • JPMorgan Chase captures 15% more small business deposits via AI loans in Q1 2026.
  • Rocket Mortgage cuts Wells Fargo’s 25% mortgage share to 18% with app approvals.
  • Chime drains $5B+ deposits from millennials using 4.5% APY no-fee accounts.

What makes Wells Fargo unique

  • Wells Fargo originates one in four U.S. home loans as second-largest retail mortgage lender.
  • Company operates 8,050 branches and 13,000 ATMs for unmatched physical retail presence.
  • Wells Fargo serves 70 million customers across 35 countries with diversified financial services.

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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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Donaldson Company has entered into a three-year, unsecured delayed draw term loan credit facility of $400 million with a syndicate of lenders led by Wells Fargo Bank. The facility, signed on 8 April 2026, has no current borrowings and includes covenants on interest coverage and adjusted debt-to-EBITDA ratios. The committed borrowing capacity provides Donaldson with additional financial flexibility to fund future growth initiatives or acquisitions whilst maintaining balance sheet discipline. The announcement follows the appointment of Richard S. Lewis as chief executive officer and director, effective 2 March 2026. Analysts project the filtration company's revenue to reach $4.3 billion and earnings of $564.5 million by 2029, requiring 5% annual revenue growth. However, investors face risks from potential margin pressure due to rising input costs and tariffs.

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Wells Fargo Q1 earnings: revenue expected to grow 7.6% year on year

Wells Fargo will announce its first-quarter earnings on Tuesday before market hours. Analysts expect the company's revenue to grow 7.6% year on year, reversing the 3.5% decrease recorded in the same quarter last year. Last quarter, Wells Fargo reported revenues of $21.37 billion, up 4.4% year on year, but slightly missed analysts' expectations for both revenue and net interest income. The company has missed Wall Street's revenue estimates multiple times over the past two years. Analysts have largely reconfirmed their estimates over the past 30 days. Wells Fargo shares have risen 12.7% over the last month, outperforming the banking sector's 8.5% average gain. The company will be the first amongst its peers to report earnings this season.

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