Branch Small Business Banker Job at Wells Fargo (Frisco)

Small Business Banker

As a member of the Business & Personal Banking team, you’ll partner with our cli...

Location

United States , Delray Beach, Florida

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

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

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

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

Small Business Banker

As a member of the Business & Personal Banking team, you’ll partner with our cli...

Location

United States , Boca Raton, Florida

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

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

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

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

New

Senior Branch Network Management Trainee

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for Nat...

Location

United States , Mooresville; Kannapolis; Davidson; Huntersville; Cornelius; Charlotte; Statesville; Wilkesboro; Concord

Salary:

Not provided

Wells Fargo

Expiration Date

February 13, 2026

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

Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
This includes coaching 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
Mentor and guide talent development of direct reports and assist in hiring talent
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

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

New

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Dublin

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

February 04, 2026

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

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

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
discretionary and formulaic incentive and retention awards

Fulltime

!

Personal Banker

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Miami

Salary:

50600.00 - 70600.00 USD / Year

Citi

Expiration Date

February 20, 2026

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
Bilingual English/Spanish Speaking Preferred
Bachelor's Degree/University degree or equivalent experience

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

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
discretionary and formulaic incentive and retention awards

Fulltime

Senior Branch Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Sma...

Location

United States , Bayside, New York

Salary:

37.00 - 65.50 USD / Hour

Wells Fargo

Expiration Date

February 19, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services

Job Responsibility

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

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

New

Senior Branch Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Sma...

Location

United States , Marietta; Roswell

Salary:

Not provided

Wells Fargo

Expiration Date

February 12, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
State Insurance license(s) are required for this role and must be completed within a specified period
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position

Job Responsibility

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

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

New

Senior Branch Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Sma...

Location

United States , Richmond

Salary:

Not provided

Wells Fargo

Expiration Date

February 06, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
State Insurance license(s) are required for this role and must be completed within a specified period
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
This position requires SAFE registration at the time of employment

Job Responsibility

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

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

!

Branch Small Business Banker

Wells Fargo

Location:
United States , Frisco

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 26, 2026

Expiration:
March 30, 2026

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

Similar Jobs for Branch Small Business Banker

Small Business Banker

Small Business Banker

Senior Branch Network Management Trainee

Personal Banker SAFE Act

Personal Banker

Senior Branch Premier Banker

Senior Branch Premier Banker

Senior Branch Premier Banker

Branch Small Business Banker

Wells Fargo

Location:United States , Frisco

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 26, 2026

Expiration:March 30, 2026

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

Similar Jobs for Branch Small Business Banker

Small Business Banker

Small Business Banker

Senior Branch Network Management Trainee

Personal Banker SAFE Act

Personal Banker

Senior Branch Premier Banker

Senior Branch Premier Banker

Senior Branch Premier Banker

Location:
United States , Frisco

Category:
Banking

Contract Type:
Not provided

Job Posted:
January 26, 2026

Expiration:
March 30, 2026