Senior Small Business Banking Relationship Manager, Wells Fargo

Wells Fargo

Location:
United States, Portland

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Small 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.

Job Responsibility:

Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios
Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
Engage in prospect activities and employ contact strategies focused on generating new small business relationships
Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth

Requirements:

4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm 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

Additional Information:

Job Posted:
April 30, 2025

Expiration:
May 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Small Business Banking Relationship Manager

Wells Fargo

Location:United States, Portland

Category:Banking

Contract Type:Not provided