Senior Relationship Manager for Business Banking

2 weeks ago


Coachella, California, United States Wells Fargo Full time

Position Overview:

Wells Fargo is looking for a Senior Business Banking Relationship Manager to enhance our dedicated Small Business Banking Team. This role focuses on supporting clients in a designated market by strengthening existing relationships and pursuing new business opportunities.

Key Responsibilities:

  • Manage and cultivate account relationships with Small Business clients, specifically those generating revenue between $1 million and $10 million.
  • Evaluate customer financial needs through detailed analysis and recommend a diverse range of financial products and services to promote their financial success.
  • Build strong customer relationships by understanding their cash flow and operational cycles, ensuring our offerings align with their business needs.
  • Drive the growth and success of an assigned portfolio by deepening connections with current clients while effectively managing associated risks.
  • Collaborate with internal small business partners to address and resolve customer issues, contributing to the achievement of business objectives.
  • Engage in proactive outreach activities aimed at generating new small business relationships.
  • Participate in complex initiatives that contribute to customer relationship management and overall business growth.
  • Assist customers with inquiries related to dwelling secured products while adhering to regulatory guidelines.

Qualifications:

  • Minimum of 4 years of experience in Business Banking or a related field.

Preferred Skills:

  • At least 2 years of experience managing a client portfolio with annual revenues between $1 million and $10 million.
  • Comprehensive knowledge of deposit and cash management solutions.
  • Exceptional relationship-building and communication skills with stakeholders at all levels.
  • Ability to balance client needs with Wells Fargo's risk management interests.
  • Experience in business-to-business sales for over 3 years.
  • Established connections within the local business community.
  • In-depth understanding of the financial services sector.
  • Strong verbal, written, and interpersonal communication abilities.
  • Proficient in Microsoft Office applications.
  • A bachelor's degree or higher is preferred.

Job Expectations:

  • Position requires regular visits to clients and prospects within the designated market.
  • Compliance with Loan Originator requirements as outlined by regulatory standards is essential.

Compensation and Benefits:

Wells Fargo offers a competitive salary and a comprehensive benefits package, including health benefits, a 401(k) plan, paid time off, and various insurance options.

Diversity and Inclusion:

Wells Fargo is committed to fostering a diverse and inclusive workplace, welcoming applications from all qualified candidates regardless of background.



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