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Senior Business Banking Relationship Manager

1 month ago

San Diego, California, United States Wells Fargo Full time
About This Role

We are seeking a highly skilled Senior Small Business Banking Relationship Manager to join our growing Small & Business Banking Team. This role will be responsible for deepening relationships with existing customers and engaging in prospecting activities to drive business growth.

Key Responsibilities
  • Onboard, manage, and grow account relationships with Small Business customers within assigned portfolios.
  • Assess customer financial needs and recommend effective financial products and services to support their success.
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycles.
  • Ensure the overall success and growth of assigned portfolios by developing deeper relationships with existing customers and managing risk.
  • Collaborate with internal small business partners and stakeholders to resolve customer or process issues and achieve small business goals.
  • Engage in prospect activities and employ contact strategies to generate new small business relationships.
  • Lead or participate in 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 work experience, training, military experience, or education.
  • Strong knowledge of deposit and cash management products and services.
  • Excellent relationship-building and communication skills with individuals at all levels, internally and externally.
  • Ability to balance customer needs with associated risks and interests of Wells Fargo.
Benefits
  • Comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance.
  • Discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.