Business Banker (LO) Bee Cave

Wells Fargo•Bee Cave, TX

1d•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 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 growth and new-client acquisition. The banker delivers a client-centric experience and serves as a trusted advisor, matching business owners with tailored financial solutions and digital services. The position involves customer contact and may include assessing needs and referring customers interested in dwelling-secured products to a SAFE team member. The banker assists customers without taking an application or offering or negotiating terms of a dwelling-secured transaction. Loan Originator requirements under Regulation Z apply, including applicable standards for financial responsibility, character, financial fitness, and criminal background, along with ongoing regulatory screening requirements. Visa sponsorship is not available. The position is based at 13215 Bee Cave Parkway, Suite 125, Bee Cave, Texas 78738. Banker placement may be within a 10-mile radius of the branch applied to. Wells Fargo emphasizes compliance, risk management, sound risk decisions, and adherence to applicable policies and procedures.

Requirements

At least 2 years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Meet Consumer Financial Protection Bureau qualification requirements for Loan Originator positions, including applicable 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 managing a dedicated book of business customers across an assigned territory.
Ability to proactively source, acquire, build, and maintain relationships with customers and colleagues.
Business acumen and experience providing financial services consultation to business customers.
Extensive knowledge of bank lending programs, credit policies, and specialty products.
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.
Fluency in Spanish.

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 client acquisition.
Understand client needs and recommend Wells Fargo financial solutions and digital services using available tools.
Analyze client operations, goals, and priorities to provide tailored financial recommendations in compliance with policies and procedures.
Advise clients on 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 develop the broader client relationship.
Partner with Relationship Managers and Lending Officers on complex structures and ensure alignment with underwriting policies and risk guidelines.
Assess customer needs and refer customers interested in dwelling-secured products to a SAFE team member without taking an application or offering or negotiating transaction terms.
Follow applicable risk and compliance programs, policies, procedures, and escalation requirements.