Senior Business Banking Relationship Manager

2 days ago


El Cajon, California, United States Wells Fargo Full time
About This Role

We are seeking a Senior 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 to help customers succeed financially.
  • 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 customer needs with associated risks and interests of Wells Fargo.
Preferred Qualifications
  • 2+ years of experience sourcing and managing a portfolio of clients with $1mm - 10mm in annual revenue.
  • 3+ years of experience in business-to-business sales.
  • Established network in the local market.
  • Knowledge and understanding of financial services industry.
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.


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