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Senior Business Banking Relationship Executive
2 months ago
Position Overview:
Wells Fargo is looking for a Senior Business Banking Relationship Manager to enhance our dedicated Small Business Banking Team. This position is focused on fostering customer relationships within a designated market by engaging in proactive outreach and relationship-building efforts.
Key Responsibilities:
- Manage and cultivate account relationships with Small Business clients, specifically those with annual revenues ranging from $1 million to $10 million.
- Analyze and assess the financial requirements of clients, providing tailored recommendations for a diverse range of financial products and services to support their success.
- Build strong customer connections by understanding their cash flow and operational cycles, ensuring that our business offerings align with their needs.
- Drive the growth and success of an assigned portfolio by deepening existing customer relationships while effectively managing associated risks.
- Collaborate with internal small business partners to address customer inquiries and resolve complex issues, contributing to the achievement of small business objectives.
- Engage in outreach initiatives aimed at generating new small business relationships through strategic contact efforts.
- Participate in various initiatives that contribute to customer relationship management and business development.
- This position involves customer interaction and may require referring clients interested in secured products to appropriate team members, while adhering to regulatory guidelines.
Qualifications:
- Minimum of 4 years of experience in Business Banking or a related field, demonstrated through work experience, training, or education.
Preferred Skills:
- At least 2 years of experience managing a portfolio of clients with annual revenues between $1 million and $10 million.
- In-depth knowledge of deposit and cash management solutions.
- Exceptional relationship-building skills and the ability to communicate effectively with stakeholders at all levels.
- Proficiency in balancing client needs with the interests and risks associated with Wells Fargo.
- Experience in business-to-business sales for over 3 years.
- Established connections within the local business community.
- Strong understanding of the financial services sector.
- Excellent verbal and written communication abilities.
- Intermediate skills in Microsoft Office applications.
- A Bachelor’s degree or higher is preferred.
Job Expectations:
- This role requires regular visits to clients and prospects within the assigned market.
- Compliance with Consumer Financial Protection Bureau qualification standards and Wells Fargo policies is mandatory.
Diversity and Inclusion:
Wells Fargo is committed to fostering a diverse and inclusive workplace, welcoming applications from all qualified candidates regardless of their background.
