CrawlJobs Logo

Business Banker (LO)

United States, Allentown · Job Posted May 15, 2026

Job offer has expired

Job Link Share

Job Description

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

Job Responsibility

  • 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 by analyzing their operations and priorities
  • 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 and ensure alignment with underwriting policies and risk guidelines

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

Nice to have

  • 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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Business Banker (LO)

8 matching positions

Business Banker (LO)

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...
Location
Location
United States , Sheridan
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
Until further notice
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
Job Responsibility
Job Responsibility
  • Manage and grow a portfolio of low to moderately complex business clients by owning the full client journey from onboarding to deepening relationships and acquiring new clients
  • Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of business clients
  • Develop strong understanding of each client’s goals and financial needs by analyzing their operations and priorities
  • 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
  • Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
  • Fulltime
Read More
Arrow Right

Business Banker

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...
Location
Location
United States , Buford
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 14, 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
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. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
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

Senior Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking...
Location
Location
United States , Fredericksburg
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 16, 2026
Flip Icon
Requirements
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
  • 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
  • This position requires SAFE registration at the time of employment
Job Responsibility
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
  • Fulltime
!
Read More
Arrow Right
New

Tableau Developer

This is an Individual contributor role for a master-level Tableau expert. The pr...
Location
Location
India , Haryana; Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of experience working with Tableau, with a proven track record of creating high-impact dashboards as an individual contributor in a major bank, working within Risk or Marketing teams with a focus on the mortgage and/or retail/commercial banking industry
  • Experience in managing a Tableau environment and supporting a large user community is essential
  • Mastery of Tableau Desktop and Tableau Server
  • Strong SQL skills for data extraction and preparation
  • Understanding of data warehousing concepts and experience working with various data sources
  • A strong eye for visual design and a passion for creating beautiful and effective data visualizations
  • Excellent communication and training skills, with the ability to explain technical concepts to a non-technical audience
  • Strong problem-solving skills, with the ability to troubleshoot complex issues with dashboards and the Tableau Server
  • Master's degree in Computer Science or Statistics is required
Job Responsibility
Job Responsibility
  • Design, develop, and maintain complex, interactive, and visually appealing dashboards in Tableau to meet business requirements
  • Manage the Tableau Server environment, including user management, security, performance tuning, and troubleshooting
  • Provide training and support to Tableau users, helping them to get the most out of the platform and create their own dashboards
  • Create and manage data sources in Tableau, ensuring data accuracy and consistency
  • Establish and promote best practices for Tableau development, data visualization, and server governance
  • Monitor and optimize the performance of Tableau dashboards and the server environment
  • Fulltime
Read More
Arrow Right
New

Finance Director

The Director, Finance provides strategic and operational leadership for the fina...
Location
Location
United States , Boston
Salary
Salary:
140649.60 - 225024.80 USD / Year
childrenshospital.org Logo
Boston Children's Hospital
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field required
  • Minimum of 8 years of progressive experience in finance, accounting, budgeting, financial analysis, or related areas required
  • Extensive experience preparing financial statements, managing budgets, forecasting, and performing variance analysis
  • Strong understanding of financial regulations, accounting standards, compliance requirements, and financial management practices
  • Requires the ability to effectively manage employees within assigned unit/department and to persuade and negotiate with peer-level directors on issues and programs that impact the department and foundation
  • Proven ability to analyze complex financial information and provide recommendations to senior leadership
  • Experience supporting audits, financial controls, and process improvement initiatives
  • Ability to manage competing priorities and influence stakeholders in a complex healthcare, academic, research, or nonprofit environment
Job Responsibility
Job Responsibility
  • Direct and manage the day-to-day financial operations of the department and affiliated foundation, including accounting, billing, budgeting, forecasting, and financial reporting
  • Lead, mentor, and develop finance and administrative staff, establishing priorities, monitoring performance, and resolving operational challenges
  • Develop, prepare, and monitor annual operating and capital budgets, providing ongoing variance analysis, forecasting, and financial recommendations
  • Prepare and present financial reports, projections, and analyses to departmental leadership
  • Partner with hospital finance teams to ensure departmental financial data is accurately reflected in institutional financial systems, reports, and financial statements
  • Interpret and communicate hospital, physician organization, government, and accounting regulations, ensuring compliance with applicable financial standards and policies
  • Collaborate with leadership to identify and resolve financial, operational, and process-related challenges
  • Support the foundation's annual independent audit, including preparation of financial statements, supporting schedules, variance reporting, and responses to audit findings
  • Develop and implement financial controls, policies, procedures, and process improvements to strengthen compliance and operational performance
  • Recommend accounting procedures related to grant and contract administration
What we offer
What we offer
  • flexible schedules
  • affordable health, vision and dental insurance
  • child care and student loan subsidies
  • generous levels of time off
  • 403(b) Retirement Savings plan
  • Pension
  • Tuition and certain License and Certification Reimbursement
  • cell phone plan discounts
  • discounted rates on T-passes
  • Fulltime
Read More
Arrow Right
New

Structural Analysis Engineer IV

This role will require the engineer to work cross-functionally and identify need...
Location
Location
United States , Louisville
Salary
Salary:
101175.06 - 175923.79 USD / Year
arcfield.com Logo
Arcfield
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in relevant engineering or computation field plus 8-10 years or MS plus 6-8 years professional working experience in structural engineering positions or PhD with 3-5 years
  • 2+ years of professional working experience in the space industry
  • Minimum of 2+ years of experience in structural analysis
  • Minimum of 2+ years of experience in Mechanical Design for small satellites using CAD software
  • Must be able to obtain and maintain a Secret clearance
  • Proficiency in finite element analysis (FEA) software (Femap preferred), proficient in basic structural & dynamic principles
  • Strong understanding of structural mechanics, dynamics, and materials science principles relevant to aerospace applications
  • CAD Modeling Experience
Job Responsibility
Job Responsibility
  • Lead and assist with the structural analysis of small satellites, payloads, sub-assemblies, and ground support equipment
  • Develop and execute finite element models (FEM) to simulate and predict the structural behavior of various components using NASA & Mil Standards
  • Perform first-principles calculations throughout the design cycle
  • Perform linear and nonlinear static, dynamic, and thermal analyses to assess stress margins, fatigue life, and potential failure modes
  • Collaborate with design engineers to optimize structural designs, materials, and configurations to meet performance, weight, and cost targets while ensuring structural safety and reliability
  • Conduct trade studies and sensitivity analyses to evaluate design alternatives, assess design margins, and mitigate structural risks and uncertainties
  • Generate comprehensive analysis reports, technical memos, and presentations to communicate analysis results, conclusions, and recommendations to project stakeholders, including management, customers, and regulatory authorities
  • Provide feedback and input to cross-functional teams: Provide structural input to help guide preliminary & detailed designs
  • Provide structural feedback on how to correct any design non-compliances
  • Provide structural input during test planning phases and process review
What we offer
What we offer
  • Health Insurance
  • Life Insurance
  • Paid Time Off
  • Holiday Pay
  • Short Term and Long-Term Disability
  • Retirement and Savings
  • Learning and Development opportunities
  • wellness programs
  • Fulltime
Read More
Arrow Right
New

Retail Bank Area Manager, Silicon Valley Area, Senior Vice President

The Area Manager is a senior leadership position responsible for driving sales g...
Location
Location
United States , San Mateo
Salary
Salary:
139040.00 - 208560.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
June 11, 2026
Flip Icon
Requirements
Requirements
  • 10+ years of relevant experience in retail banking and sales management
  • Demonstrated success in sales, service, operations, and employee retention
  • Strong leadership, interpersonal, prioritization, and organizational skills
  • Excellent written and verbal communication
  • Proven ability to adapt to organizational, business, and regulatory changes, inspiring others, and exhibiting flexibility and self-motivation
  • Bachelor's/University degree or equivalent is required
Job Responsibility
Job Responsibility
  • Drive sales growth and market share acquisition by leading and coaching branch and area staff ensuring alignment with organizational goals and financial targets
  • Oversee branch operational performance analyzing data to develop and execute action plans, and communicating clear performance expectations
  • Integrate and manage promotional campaigns, ensuring alignment with compensation programs to motivate desired behaviors and business delivery
  • Under the leadership of the Market Director, identify synergies, review sales pipelines, and coordinate priorities for branches
  • Collaborate with functional managers to identify sales and service opportunities through client and area data analysis and building community partnerships
  • Foster a robust risk and control culture, ensuring compliance with enterprise risk management frameworks and internal policies
  • Proactively identify, assess, and escalate risks, engaging actively in their management
  • Ensure controls are in compliance with prescribed policies and procedures
  • Exercise sound ethical judgment and maintain transparency in managing and reporting control issues, holding teams accountable for adherence to standards
  • Directly lead, coach, and develop Branch Managers and their teams
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
New

Staff Accountant

We are looking for a Staff Accountant to join a manufacturing organization in Ch...
Location
Location
United States , Charlotte
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 1 year of accounting experience in a staff accountant or similar role
  • Working knowledge of general ledger accounting, journal entry preparation, and account reconciliation practices
  • Experience supporting tax-related activities, including sales tax and other corporate compliance reporting
  • Familiarity with corporate tax processes and financial documentation standards
  • Proficiency with Oracle or similar enterprise accounting software
  • Strong analytical skills with the ability to investigate discrepancies and resolve issues accurately
  • Effective organizational and time management skills, with the ability to handle multiple deadlines in a manufacturing environment.
Job Responsibility
Job Responsibility
  • Manage daily cash-related accounting by reviewing receipts, wire activity, card transactions, and other incoming funds to ensure records are accurate and complete
  • Complete bank and cash account reconciliations each month, identify variances, and follow through on outstanding items until resolved
  • Prepare routine journal entries, accruals, and supporting schedules while keeping assigned general ledger accounts properly documented
  • Assist with monthly, quarterly, and year-end close by producing schedules, organizing backup materials, and meeting established reporting deadlines
  • Monitor balance sheet accounts, research discrepancies, and help maintain reliable financial data across accounting records
  • Contribute to inventory and fixed asset accounting through reconciliations, count support, asset tracking, and depreciation-related updates
  • Prepare sales and use tax filings along with other recurring compliance reports, maintaining documentation for regulatory and reporting requirements
  • Support internal and external audits by gathering requested records, organizing schedules, and assisting with testing activities
  • Produce recurring financial and operational reports, assist with commission-related reporting, and participate in process improvement efforts and special assignments.
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
  • Fulltime
Read More
Arrow Right