CrawlJobs Logo

Branch Small Business Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Frisco

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

27.88 - 41.83 USD / Hour
Save Job
Save Icon
Apply Position

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:

  • 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

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.
  • SAFE registration at the time of employment
  • Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • Must meet applicable 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 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
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
March 22, 2026

Expiration:
March 30, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Wells Fargo - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Branch Small Business Banker

Small Business Banker

As a member of the Business & Personal Banking team, you’ll partner with our cli...
Location
Location
United States , Delray Beach, Florida
Salary
Salary:
Not provided
citynational.com Logo
City National Bank of WV
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–7 years of recent experience as a Small Business Banker or similar role
  • Solid credit background with proven ability to structure loans and analyze credit
  • Demonstrated success in acquiring and growing small business relationships
  • Ability to complete independent pre-screens and cash flow analysis
  • Collaborative, proactive, and goal-oriented mindset
  • Excellent communication and relationship management skills
  • Bachelors degree in Business or Finance preferred
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Job Responsibility
Job Responsibility
  • Grow and manage a portfolio of 250+ small business clients
  • Proactively acquire new relationships through prospecting, networking, and outreach
  • Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions
  • Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services
  • Support branch operations including account opening, teller transactions, and loan support as needed
  • Serve as a community ambassador and leader for the bank’s small business efforts
  • Ensure compliance with all regulatory, policy, and procedural standards
  • Consistently meet or exceed sales and referral goals for deposits, loans, and services
  • Perform financial reviews and loan pre-screens
  • complete cash flow analyses
What we offer
What we offer
  • Health Coverage: Medical, dental, and vision plans with employer contributions
  • Retirement Savings: 401(k) with matching, plus additional retirement options
  • Paid Time Off & Holidays: Generous PTO and paid holidays
  • Wellness Support: Access to mental health and financial wellness resources
  • Tuition Reimbursement
  • Awards & Recognition programs
  • Flex Time/Hybrid work schedule for some roles
  • Fulltime
Read More
Arrow Right

Small Business Banker

As a member of the Business & Personal Banking team, you’ll partner with our cli...
Location
Location
United States , Boca Raton, Florida
Salary
Salary:
Not provided
citynational.com Logo
City National Bank of WV
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4 years of recent experience as a Small Business Banker or similar role
  • Solid credit background with proven ability to structure loans and analyze credit
  • Demonstrated success in acquiring and growing small business relationships
  • Ability to complete independent pre-screens and cash flow analysis
  • Collaborative, proactive, and goal-oriented mindset
  • Excellent communication and relationship management skills
  • Bachelors degree in Business or Finance preferred
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Job Responsibility
Job Responsibility
  • Grow and manage a portfolio of 250+ small business clients
  • Proactively acquire new relationships through prospecting, networking, and outreach
  • Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions
  • Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services
  • Support branch operations including account opening, teller transactions, and loan support as needed
  • Serve as a community ambassador and leader for the bank’s small business efforts
  • Ensure compliance with all regulatory, policy, and procedural standards
  • Consistently meet or exceed sales and referral goals for deposits, loans, and services
  • Perform financial reviews and loan pre-screens
  • complete cash flow analyses
What we offer
What we offer
  • Medical plans that provide comprehensive medical and prescription drug coverage
  • 401(k) program that provides 100% match up to 5%
  • Tuition Reimbursement for undergraduate and graduate studies
  • Holidays
  • Awards & Recognition programs
  • Flex Time (hybrid work schedule for some roles)
  • Fulltime
Read More
Arrow Right

Branch Small Business Banker

Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Sma...
Location
Location
United States , Frisco
Salary
Salary:
31.73 - 48.08 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 30, 2026
Flip Icon
Requirements
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.
  • This position requires SAFE registration at the time of employment.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
  • A current credit report will be used to assess your financial responsibility and credit fitness.
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right
New

Small Business Banker

We’re looking for a results-driven Small Business Banker to build lasting relati...
Location
Location
United States , Coral Gables, Florida
Salary
Salary:
Not provided
citynational.com Logo
City National Bank of WV
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–7 years of recent experience as a Small Business Banker or similar role
  • Solid credit background with proven ability to structure loans and analyze credit
  • Demonstrated success in acquiring and growing small business relationships
  • Ability to complete independent pre-screens and cash flow analysis
  • Collaborative, proactive, and goal-oriented mindset
  • Excellent communication and relationship management skills
  • Bachelors degree in Business or Finance preferred
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Job Responsibility
Job Responsibility
  • Grow and manage a portfolio of 250+ small business clients
  • Proactively acquire new relationships through prospecting, networking, and outreach
  • Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions
  • Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services
  • Support branch operations including account opening, teller transactions, and loan support as needed
  • Serve as a community ambassador and leader for the bank’s small business efforts
  • Ensure compliance with all regulatory, policy, and procedural standards
  • Consistently meet or exceed sales and referral goals for deposits, loans, and services
  • Perform financial reviews and loan pre-screens
  • complete cash flow analyses
What we offer
What we offer
  • Medical plans that provide comprehensive medical and prescription drug coverage
  • 401(k) program that provides 100% match up to 5%
  • Tuition Reimbursement for undergraduate and graduate studies
  • Holidays
  • Awards & Recognition programs
  • Flex Time (hybrid work schedule for some roles)
  • Fulltime
Read More
Arrow Right
New

Senior Branch Network Management Trainee (SAFE)

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for Nat...
Location
Location
United States , TUCKER; CHAMBLEE; DORAVILLE; LAWRENCEVILLE; LILBURN; NORCROSS; STONE MOUNTAIN
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 23, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
  • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
  • Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
  • Experience building and maintaining effective relationships with customers, internal partners and within the community
  • Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
  • Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
Job Responsibility
Job Responsibility
  • Lead, manage and develop a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes
  • Lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business
  • Drive accountability for operational excellence
  • Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures
  • Manage the allocation of people and financial resources for the branch
  • Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
  • Coach bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
  • Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
What we offer
What we offer
  • Robust benefits
  • Competitive compensation
  • Programs designed to help you find work-life balance and well-being
  • Fulltime
!
Read More
Arrow Right
New

Business Banker

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...
Location
Location
United States , Lakeway
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 27, 2026
Flip Icon
Requirements
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
  • 2+ plus years of in branch business banking experience
  • 1+ year of experience managing a dedicated book of 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
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • rewarded for investing in your community
  • celebrated for being your authentic self
  • empowered to grow
  • Fulltime
!
Read More
Arrow Right
New

Business Banker

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...
Location
Location
United States , League City
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 27, 2026
Flip Icon
Requirements
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
  • 2+ plus years of in branch business banking experience
  • 1+ year of experience managing a dedicated book of 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
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • rewarded for investing in your community
  • celebrated for being your authentic self
  • empowered to grow
  • Fulltime
!
Read More
Arrow Right

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...
Location
Location
United States , Colton
Salary
Salary:
54100.00 - 75500.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • Knowledge of Smart Banking tools and technologies
  • NMLS registration
  • Safe Act compliant
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor's Degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
  • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
  • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
  • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
  • Understand and comply with Citibank policies, standards and procedures
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy