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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 available through Wells Fargo to meet client needs.
Leverage available tools and position yourself as a product expert to deliver tailored, impactful recommendations.
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 by offering a full range of products and services including business accounts, credit, treasury services, and digital tools.
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base.
Collaborate with all internal banking channels to support business owners to gain entire relationship.
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines.
Assess customer needs and refer those interested in a dwelling secured product to a SAFE team member.
Assist customers without taking an application and without offering or negotiating terms of a dwelling secured transaction.
Meet Loan Originator requirements under Regulation Z (LO) outlined in the job expectations.

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
LO registration at the time of employment.
Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
Meet applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess financial responsibility and credit fitness.
Meet ongoing regulatory requirements including additional screening, if necessary.
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Directly represent your own experiences during the recruiting and hiring process.
Be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

Skills

Bilingual speaking and listening proficiency in Spanish/English
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 customer 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
Within a 10-mile radius of the branch

Work Type

Full-time

Experience Level

2+ years of financial services, sales, or customer service experience
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/hr.

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

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 focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
Accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory 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.
Applicants with Disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace.