Commercial Banking Consultant

2 weeks ago


San Diego, California, United States Wells Fargo Full time
Position Overview

As a Business Banking Specialist, you will serve as the primary point of contact for a designated group of small business clients. Your portfolio will include businesses with annual revenues ranging from $100,000 to $1 million.

Key Responsibilities
  • Utilize customer relationship management tools to effectively manage client interactions and ensure satisfaction.
  • Collaborate with various internal teams, including Business Bankers and Relationship Managers, to provide comprehensive support to clients.
  • Coordinate with Processing and Benefits teams to facilitate seamless service delivery.
Qualifications

The ideal candidate will possess strong interpersonal skills and a deep understanding of small business financial needs. You will be expected to foster long-term relationships and provide tailored financial solutions to enhance client success.


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