Business Banker (LO)-Boca Raton,FL

Wells Fargo•Boca Raton, FL

8d•Onsite

About The Position

Wells Fargo is seeking 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 business needs, managing a portfolio of low- to moderately complex business clients—typically with $500,000 to $2 million in annual sales—and owning the client journey from onboarding through relationship growth and new-client acquisition. The banker delivers a branded, client-centric experience and serves as a trusted partner. The position provides tailored recommendations from Wells Fargo’s financial solutions and digital services, including business accounts, credit, treasury services, and digital tools. The banker analyzes clients’ operations, goals, and financial needs while following applicable policies and procedures. The role also involves prospecting and networking, generating referrals, coordinating with internal banking channels, and partnering with Relationship Managers and Lending Officers on complex structures. This Loan Originator position includes customer contact and needs assessment and referral of customers interested in dwelling-secured products to a SAFE team member, but does not include taking applications or offering or negotiating terms for dwelling-secured transactions. The position requires LO registration at the time of employment. Wells Fargo initiates the registration process after the employment start date. Candidates must meet applicable Consumer Financial Protection Bureau qualification standards and Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards, and must meet ongoing regulatory requirements. The position is not eligible for visa sponsorship. The branch location is 22893 Sandalfoot Plaza Dr, Boca Raton, FL 33428; banker placement may be within 10 miles of the branch.

Requirements

At least 2 years of financial services, sales, or customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
LO registration is required at the time of employment.
Meet applicable Consumer Financial Protection Bureau LO qualification requirements and related Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards.
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.
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 communicate the value of mobile banking options.
Ability to interact with customers and employees with integrity and professionalism.
Experience mentoring and peer-coaching others.
Spanish bilingual skills.

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 deepening, and new-client acquisition.
Deliver a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Understand and offer Wells Fargo financial solutions and digital services, using available tools and product knowledge to make tailored recommendations.
Analyze clients’ operations, goals, and financial needs and recommend solutions aligned with their objectives while complying with policies and procedures.
Offer business accounts, credit, treasury services, and digital tools as a trusted advisor.
Prospect and network with external and internal partners to generate quality 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 align work with underwriting policies and risk guidelines.
Assess customer needs and refer customers interested in dwelling-secured products to a SAFE team member; do not take applications or offer or negotiate terms for such transactions.
Meet LO registration and ongoing regulatory requirements.