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Wells Fargo Logo Wells Fargo · Banking

Senior Business Banking Relationship Manager (LO)

United States, McLean · Job Posted June 10, 2026
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Job Description

Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities.

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

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
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