Business Banker (LO) MD/VA/DC area
Wells Fargo
- Location
- WASHINGTON, DC
- Work model
- On-Site
- Level
- Entry
- Posted
- 1d ago
About this role
About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: 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 Required Qualifications: 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 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