Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. This role is responsible for building, maintaining, and growing relationships with business banking clients in branches, with frequent client interactions to understand and meet their needs.

Responsibilities

• 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.
• Deliver 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 to meet business client needs, leveraging tools and positioning as a product expert.
• Develop a strong understanding of each client’s goals and financial needs by analyzing their operations and priorities.
• Provide tailored financial recommendations that align with client objectives while staying compliant with policies and procedures.
• Act as a trusted advisor offering business accounts, credit, treasury services, and digital tools.
• Actively prospect and network to build relationships with external and internal partners to drive referrals and grow the small business customer base.
• Collaborate with internal banking channels to support business owners and gain the entire relationship.
• Partner with Relationship Managers and Lending Officers for complex structures, ensuring alignment with underwriting policies and risk guidelines.
• Assess customer needs and refer those interested in dwelling-secured products to a SAFE team member.
• Assist customers without taking an application or offering/negotiating terms of a dwelling-secured transaction.
• Meet Loan Originator requirements under Regulation Z (LO).

Requirements

• 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.

Skills

• Proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
• 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 customers 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.

Location

• 4648 Mission St., SAN FRANCISCO, CA 94112
• 557 Castro St., SAN FRANCISCO, CA 94114
• Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.

Work Type

• Full-time

Experience Level

• 2+ years of in-branch business banking experience
• 1+ year of experience managing a dedicated book of small business customers across assigned territory

Salary/Compensations

• $30.77 - $45.67

Benefits

• 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

About the Company

• Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
• They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
• There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
• Wells Fargo maintains a drug free workplace.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Equal Opportunity

• Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
• To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.