Business Banker (LO) - Trinity, FL

Wells Fargo • New Port Richey, FL

23h • Onsite

About The Position

Wells Fargo is hiring a Business Banker in Consumer Banking and Lending to build, maintain, and grow relationships with business banking clients in branches. The role involves frequent client interactions to understand and meet their needs, managing a portfolio of low- to moderately complex business clients—typically businesses with $500,000 to $2 million in annual sales—and owning the client journey from onboarding through relationship development and new-client acquisition. The banker provides a client-centric experience and serves as a trusted partner by recommending Wells Fargo financial solutions and digital services tailored to clients’ goals and operations.

The position includes prospecting and networking, developing referral relationships, and collaborating with internal banking channels, Relationship Managers, and Lending Officers. It also entails customer contact and may involve assessing needs and referring customers interested in dwelling-secured products to a SAFE team member; the banker does not take applications or offer or negotiate terms for those transactions. The position requires LO registration after employment begins and compliance with applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies. The role is not eligible for visa sponsorship.

Requirements

• At least 2 years of financial services, sales, or customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
• Must obtain LO registration at the time of employment; Wells Fargo initiates the registration process after the employment start date.
• Must meet applicable Consumer Financial Protection Bureau LO qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
• Must meet ongoing regulatory requirements, including additional screening if necessary.

Nice To Haves

• At least 2 years of in-branch business banking experience.
• At least 1 year of experience managing a dedicated book of small-business customers across an assigned territory.
• Bilingual Spanish/English speaking and listening proficiency.
• Ability to proactively source, acquire, build, and maintain relationships with customers and colleagues.
• Experience using business acumen to provide financial-services consultation to business customers.
• Extensive knowledge of bank lending programs, credit policies, and specialty products.
• High motivation and ability to meet team objectives while maintaining individual performance.
• Ability to manage expectations and follow up with customers and Wells Fargo partners.
• Customer-service focus and experience handling complex transactions across multiple systems.
• Knowledge of retail compliance controls, risk management, and loss prevention.
• Ability to educate customers about technology and the value of mobile banking options.
• Ability to interact with customers and employees with integrity and professionalism.
• Experience mentoring and peer-coaching others.

Responsibilities

• Manage and grow a portfolio of low- to moderately complex business clients, typically with $500,000 to $2 million in annual sales, across onboarding, relationship development, and new-client acquisition.
• Understand clients’ goals, operations, and financial needs, then provide tailored financial recommendations in compliance with policies and procedures.
• Offer business accounts, credit, treasury services, digital tools, and other Wells Fargo financial solutions suited to business clients.
• Use available tools and product knowledge to explain financial solutions and digital services and provide impactful recommendations.
• Prospect and network with external and internal partners to generate referrals and grow the small-business customer base.
• Collaborate with internal banking channels to support business owners and develop the broader client relationship.
• Partner with Relationship Managers and Lending Officers on complex structures and maintain alignment with underwriting policies and risk guidelines.
• Assess the needs of customers interested in dwelling-secured products and refer them to a SAFE team member; do not take applications or offer or negotiate transaction terms.
• Follow applicable risk, compliance, and regulatory requirements and Wells Fargo policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed