Business Banker (LO)

• Manage and grow a portfolio of low to moderately complex business clients
• Understand and offer a suite of financial solutions and digital services available through Wells Fargo
• Develop strong understanding of each client’s goals, and financial needs
• 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
• Partner with Relationship Managers and Lending Officers for complex structures
• 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

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+ 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 with experience handling complex transactions across multiple systems
• 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
• Experience mentoring and peer-coaching others
• Bilingual Spanish a plus