Business Banker (LO) W 35TH STREET at Wells Fargo | Austin, TX, US | Rezi

Business Banker (LO) W 35TH STREET at Wells Fargo

Business Banker (LO) W 35TH STREET

Wells Fargo · Austin, TX, US

5 days ago

Business Banker (LO) W 35TH STREET

Wells Fargo · Austin, TX, US

5 days ago
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About the Role

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending to build, maintain, and grow relationships with business banking clients in branches. This role involves frequent client interactions to understand and meet their needs.

Responsibilities

  • Manage and grow a portfolio of low to moderately complex business clients ($500K to $2MM in annual sales) through 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, acting as a product expert.
  • Analyze client operations and priorities to understand their goals and financial needs, providing tailored financial recommendations.
  • Act as a trusted advisor offering business accounts, credit, treasury services, and digital tools.
  • Prospect and network to build relationships with internal and external partners for referrals and to grow the small business customer base.
  • Collaborate with internal banking channels to support business owners and gain entire relationships.
  • 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 applications or offering/negotiating terms of dwelling-secured transactions.
  • Meet Loan Originator requirements under Regulation Z.

Requirements

  • 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 2+ years in-branch business banking experience.
  • 1+ year of experience managing a dedicated book of business customers across an assigned territory.
  • Proficient in sourcing, acquiring, building, and maintaining customer and colleague relationships.
  • Experience using strong business acumen to provide financial services consultation to business customers.
  • Extensive knowledge of bank lending programs, credit policies, and specialty products.
  • High motivation with the ability to 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 of retail compliance controls, risk management, and loss prevention.
  • Ability to educate and connect customers to technology and mobile banking options.
  • Ability to interact with integrity and professionalism.
  • Experience mentoring and peer-coaching others.
  • Must meet Consumer Financial Protection Bureau qualification requirements for Loan Originator (LO) positions, including financial responsibility, character, general financial fitness, and background standards.
  • A credit report will be used to assess financial responsibility and credit fitness.

Skills

  • Financial services
  • Sales
  • Customer service
  • Business banking
  • Relationship management
  • Financial consultation
  • Bank lending programs
  • Credit policies
  • Specialty products
  • Teamwork
  • Performance management
  • Customer relationship management
  • Transaction processing
  • Risk management
  • Compliance controls
  • Technology adoption
  • Mobile banking
  • Professionalism
  • Mentoring
  • Peer-coaching
  • Spanish (plus)

Location

  • 1601 W 35TH ST Austin, TX 78703
  • Within a 10-mile radius of the applied branch

Work Type

  • Full-time

Experience Level

  • 2+ years of financial services, sales, or customer service experience
  • 2+ years in-branch business banking experience
  • 1+ year managing a dedicated book of business customers

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to help find work-life balance and well-being

About the Company

  • Wells Fargo is a financial services leader and a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
  • Recognized as the #1 financial services employer on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
  • Employees support a culture of strong customer relationships balanced with risk mitigation and compliance.

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.
  • Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
  • Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.