Business Banker (LO)

Wells Fargo & Company • Hollywood, FL

2d • Onsite

About The Position

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. The role builds, maintains, and grows relationships with business banking clients in branches through frequent client interactions and a client-centric service experience. The banker manages a portfolio of low- to moderately complex business clients, typically with $500,000 to $2 million in annual sales, and owns the client journey from onboarding through relationship deepening and new-client acquisition. The banker assesses business operations, goals, and financial needs; recommends appropriate financial solutions; and serves as a trusted advisor on business accounts, credit, treasury services, and digital tools. The role includes customer contact and may involve assessing needs and referring customers interested in dwelling-secured products to a SAFE team member, but does not involve taking applications or offering or negotiating terms for dwelling-secured transactions. The position requires LO registration and compliance with applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies. It 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 Consumer Financial Protection Bureau LO qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards, and ongoing regulatory requirements.
• Not eligible for Visa sponsorship.

Nice To Haves

• Bilingual Spanish.
• At least 2 years of in-branch business banking experience.
• At least 1 year managing a dedicated book of small business customers across an assigned territory.
• Proficiency in proactively sourcing, acquiring, building, and maintaining customer and colleague relationships.
• Experience using business acumen to provide financial services consultation to business customers.
• Extensive knowledge and understanding 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 conduct follow-ups with customers and Wells Fargo partners.
• Customer-service focus and experience handling complex transactions across multiple systems.
• Knowledge and understanding 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.

Responsibilities

• Manage and grow a portfolio of low- to moderately complex business clients, typically with $500,000 to $2 million in annual sales, through onboarding, relationship deepening, and acquiring new clients.
• 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 making tailored recommendations.
• Analyze clients’ operations, goals, priorities, and financial needs to provide aligned recommendations while complying with policies and procedures.
• Offer business accounts, credit, treasury services, and digital tools.
• 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 gain the entire relationship.
• Partner with Relationship Managers and Lending Officers on complex structures and align with underwriting policies and risk guidelines.
• Assess needs and refer customers interested in dwelling-secured products to a SAFE team member, without taking an application or offering or negotiating transaction terms.
• Complete required LO registration and meet applicable regulatory and Wells Fargo qualification requirements.
• Follow applicable risk programs and policies, fulfill risk and compliance obligations, escalate and remediate issues, and make sound risk decisions.

What This Job Offers

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