Senior Banking Relationship Manager

4 weeks ago

Lancaster, Pennsylvania, 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.

In this role, you will:

  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios.
  • Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially.
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio.
  • 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 independently resolve moderately complex 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 moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth.

Required Qualifications:

  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

  • 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm in annual revenue.
  • 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 balances needs of clients with associated risks and interests of Wells Fargo.
  • 3+ years of experience in business-to-business sales.
  • Established network in the local market.
  • Knowledge and understanding of financial services industry.
  • Excellent verbal, written, and interpersonal communication skills.
  • Intermediate Microsoft Office skills.
  • A BS/BA degree or higher.

Job Expectations:

  • Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

Posting Locations:

  • 12251 Ventura Blvd. Studio City, CA 91604.
  • 900 N. San Fernando Blvd. Burbank, CA 91504.
  • 6800 Van Nuys Blvd Van Nuys, CA 91405.

Pay Range:

Studio City, CA - Pay Range: $69,300.00 annually.

Burbank, CA - Pay Range: $69,300.00 annually.

Van Nuys, CA - Pay Range: $69,300.00 annually.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location.

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