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Branch Small Business Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Phoenix

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs.

Job Responsibility:

  • Build, maintain, and grow relationships with small business banking clients
  • Participate in selling products to business customers including business deposit accounts, business credit products
  • 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
  • Act as the primary relationship manager for a portfolio of small business customers
  • Work proactively to build and grow relationships with new customers
  • Engage with existing customers by asking questions to learn about their financial needs
  • Participate in community organizations and build relationships with centers of influence
  • Create relationships with branch employees by making introductions to appropriate partners
  • Engage with customers in all phases of the business life cycle
  • Serve as a leader in managing risk
  • Understand and manage risks in the business

Requirements:

  • 2+ years of branch small business banking experience, or equivalent demonstrated through work experience, training, military experience, education
  • SAFE registration at the time of employment
  • Meet Consumer Financial Protection Bureau qualification requirements
  • Comply with related Wells Fargo policies
  • Meet financial responsibility, character, general financial fitness and criminal background standards

Nice to have:

  • 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
  • Extensive knowledge of bank lending programs, credit policies, and specialty products
  • Customer service focus with experience handling complex transactions
  • Experience building and maintaining effective relationships
  • Proficient with proactively sourcing, acquiring, building relationships
  • Knowledge of retail compliance controls, risk management, and loss prevention
  • Ability to educate and connect customer to technology
  • Ability to interact with integrity and professionalism
  • High motivation with ability to successfully meet team objectives
  • Experience mentoring and peer-coaching others
  • Ability to manage expectations and conduct follow-ups

Additional Information:

Job Posted:
September 13, 2025

Expiration:
September 25, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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