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Senior Business Banking Relationship Manager (LO)

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Clovis

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

96000.00 - 154000.00 USD / Year
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Job Description:

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

  • Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
  • Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
  • Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
  • Manage a moderately complex book of business
  • Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
  • Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
  • Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
  • Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
  • Present credit recommendations and financial strategies to clients and internal stakeholders
  • Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
  • Tailor solutions to client operating cycles, cash flow needs, and strategic goals
  • Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
  • Engage financial decision-makers with proactive communication and responsive service
  • Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
  • Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care
  • 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

Requirements:

  • 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue
  • Strong knowledge of deposit and cash management products and services
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
  • Ability to balances needs of clients with associated risks and interests of Wells Fargo
  • 3+ years of experience in business-to-business sales
  • Established network in the local market
  • Knowledge and understanding of financial services industry
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • A BS/BA degree or higher
  • 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, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
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:
May 16, 2026

Expiration:
May 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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