Senior Small Business Banking Relationship Manager

3 days ago


La Mirada, 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 customer financial needs and recommend effective financial products and services
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle
  • Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
  • Effectively collaborate and consult 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 focused on generating 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
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
  • Ability to balance needs of clients with associated risks and interests of Wells Fargo
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance.

We value diversity, equity, and inclusion in the workplace and welcome applications for employment from all qualified candidates.



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