Senior Business Banking Relationship Manager

1 day ago


Corona, California, United States Wells Fargo Full time
About this Role:

We are seeking a Senior Small Business Banking Relationship Manager to join our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities.

Key Responsibilities:
  • Onboard, manage, and grow account relationships with Small Business customers within assigned portfolios.
  • Assess customers' financial needs and recommend effective financial products and services to help them succeed financially.
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycles.
  • Ensure the overall success and growth of an assigned portfolio 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:
  • 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.


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