Business Banker (LO) - West Hollywood,FL

Wells Fargo • Hollywood, FL

1d • 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, regularly interacting with clients to understand and meet their needs. The banker manages a portfolio of low- to moderately complex business clients, typically with annual sales of $500,000 to $2 million, and owns the client journey from onboarding through relationship deepening and new-client acquisition. The position delivers a branded, client-centric experience and positions the bank as a trusted partner.

The Business Banker learns clients’ goals, operations, priorities, and financial needs and makes tailored recommendations using Wells Fargo’s financial solutions and digital services. The role offers business accounts, credit, treasury services, and digital tools, and works with internal banking channels, Relationship Managers, and Lending Officers to support clients, generate referrals, and address complex structures in line with underwriting policies and risk guidelines.

This Loan Originator position includes customer contact and may involve assessing needs and referring customers interested in dwelling-secured products to a SAFE team member. The banker assists customers without taking applications or offering or negotiating terms for a dwelling-secured transaction. The position requires LO registration at employment, and employees must meet applicable Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies, including financial responsibility, character, financial fitness, and criminal background standards, as well as ongoing regulatory requirements. The position is not eligible for visa sponsorship.

Requirements

• At least 2 years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, 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, and ongoing regulatory requirements.
• Must comply with applicable Wells Fargo policies and risk and compliance requirements.
• Must be able to accurately represent experience and provide information and supporting documentation for lawful employment and education verification.

Nice To Haves

• Bilingual Spanish.
• 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.
• Proficiency in proactively sourcing, acquiring, building, and maintaining 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 conduct follow-ups 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.

Responsibilities

• Manage and grow a portfolio of low- to moderately complex business clients, typically with $500,000 to $2 million in annual sales, from onboarding through relationship deepening and new-client acquisition.
• Understand clients’ goals, operations, priorities, and financial needs and provide tailored financial recommendations aligned with their objectives and company policies.
• Offer business accounts, credit, treasury services, digital tools, and other Wells Fargo financial solutions to business clients.
• Act as a trusted advisor and deliver a branded, client-centric experience.
• Actively prospect and network with external and internal partners to generate high-quality referrals and grow the small business customer base.
• Collaborate with internal banking channels to support business owners and develop the broader customer relationship.
• Partner with Relationship Managers and Lending Officers on complex structures while aligning with underwriting policies and risk guidelines.
• Assess customers’ needs and refer those interested in dwelling-secured products to a SAFE team member; do not take applications or offer or negotiate transaction terms.
• Follow applicable risk programs, policies, procedures, and regulatory requirements; escalate and remediate issues as appropriate.

What This Job Offers

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