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Branch Small Business Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Frisco

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Category:
Banking

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Contract Type:
Not provided

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Salary:

31.73 - 48.08 USD / Hour
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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.
  • 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.

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:
January 26, 2026

Expiration:
March 30, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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