Senior Small Business Banking Relationship Manager, Wells Fargo

Wells Fargo

Location:
United States, Houston

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Small Business Banking Relationship Manager role supporting customers in an assigned market by deepening relationships and engaging in prospecting activities. Part of Wells Fargo's growing Small & Business Banking Team.

Job Responsibility:

Onboard, manage, and grow account relationships with Small Business customers (revenue $1-25MM)
Assess customer's financial needs through review and analysis of moderately complex data
Recommend financial products and services to help customers succeed financially
Develop exceptional customer relationships with understanding of cash flow and small business operating cycle
Ensure overall success and growth of assigned portfolio by developing deeper relationships and managing risk
Collaborate and consult with internal small business partners to resolve customer or process issues
Engage in prospect activities and employ contact strategies focused on generating new small business relationships
Lead or participate in moderately complex initiatives related to customer relationships and business growth

Requirements:

4+ years of Business Banking experience or equivalent through work experience, training, military experience, or education
3+ years of experience sourcing and/or managing a portfolio of clients with $1mm - $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 balance 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
BS/BA degree or higher
Meet Consumer Financial Protection Bureau qualification requirements for Loan Originator position
Comply with Wells Fargo policies including financial responsibility, character, general financial fitness and criminal background standards

Nice to have:

Established network in the local market
BS/BA degree or higher

Additional Information:

Job Posted:
August 24, 2025

Expiration:
September 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Small Business Banking Relationship Manager