Business Banker (LO) -Sandy Springs,GA

Wells Fargo Bank • Sandy Springs, GA

3d • Onsite

About The Position

Wells Fargo is seeking a Business Banker in Consumer Banking and Lending. The role builds, maintains, and grows relationships with business banking clients in branches through frequent client interactions and a branded, client-centric experience. The banker manages and grows 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 position calls for understanding client goals and operations, recommending relevant financial solutions, and serving as a trusted advisor on business accounts, credit, treasury services, and digital tools. The banker also prospects and networks, develops referrals, collaborates with internal banking channels, and partners with Relationship Managers and Lending Officers on complex structures.

This Loan Originator position involves customer contact and may include assessing needs and referring customers interested in dwelling-secured products to a SAFE team member. The employee may assist customers but may not take applications or offer or negotiate terms for a dwelling-secured transaction. LO registration is required at employment, and the employee must meet applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies, including standards for financial responsibility, character, financial fitness, and criminal background. Ongoing regulatory requirements and additional screening may apply. The position is not eligible for visa sponsorship.

The listed work location is 6300 Roswell Rd NE, Atlanta, GA 30328-3210. Banker placement may be within a 10-mile radius of the branch to which the candidate applies.

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 and meet applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies.
• Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards.
• Must meet ongoing regulatory requirements, including additional screening if necessary.
• Not eligible for visa sponsorship.

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 speaking and listening proficiency in Spanish and English.
• Ability to proactively source, acquire, build, and maintain relationships with customers and colleagues.
• Experience applying 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 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, through onboarding, relationship deepening, and new-client acquisition.
• Understand and offer Wells Fargo financial solutions and digital services, using available tools and product knowledge to provide tailored recommendations.
• Analyze clients’ operations, goals, and financial needs and recommend solutions aligned with their objectives while following policies and procedures.
• Advise clients on business accounts, credit, treasury services, and digital tools.
• Prospect and network to build relationships with external and internal partners, generate referrals, and grow the small business customer base.
• Collaborate with internal banking channels to support business owners and develop the full customer relationship.
• Partner with Relationship Managers and Lending Officers on complex structures and maintain 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 programs, policies, procedures, and regulatory requirements; identify and escalate issues and make sound risk decisions.

What This Job Offers

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