Business Banker (LO) Burleson

Wells Fargo Bank•Burleson, TX

17h•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 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 deepening and acquisition of new clients. It delivers a branded, client-centric experience and positions the bank as a trusted partner. The Business Banker learns clients’ goals, operations, and financial needs; recommends appropriate financial solutions and digital services; and serves as a trusted advisor for business accounts, credit, treasury services, and digital tools. The role includes active prospecting and networking, developing internal and external referral relationships, and collaborating with Relationship Managers, Lending Officers, and other banking channels. For complex structures, the banker partners with Relationship Managers and Lending Officers while following underwriting policies and risk guidelines. This Loan Originator position may involve assessing customer needs and referring customers interested in dwelling-secured products to a SAFE team member. The role may assist customers but does not take applications or offer or negotiate terms for dwelling-secured transactions. Loan Originators must meet applicable Consumer Financial Protection Bureau qualification requirements 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.

Requirements

At least 2 years of financial services, sales, or customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
Meet Consumer Financial Protection Bureau Loan Originator qualification requirements and applicable Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards.
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 business customers across an assigned territory.
Experience proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Business acumen used to provide 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 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.
Spanish fluency is a plus.

Responsibilities

Manage and grow a portfolio of low- to moderately complex business clients, typically with $500,000 to $2 million in annual sales.
Own the client journey, including onboarding, deepening relationships, acquiring new clients, and delivering a branded, client-centric experience.
Understand and offer Wells Fargo financial solutions and digital services, using available tools to make tailored recommendations.
Analyze clients’ operations, goals, priorities, and financial needs to provide suitable recommendations while following policies and procedures.
Advise clients on business accounts, credit, treasury services, and digital tools.
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 their broader banking relationships.
Partner with Relationship Managers and Lending Officers on complex structures and maintain alignment with underwriting policies and risk guidelines.
Assess customer needs related to dwelling-secured products and refer interested customers to a SAFE team member, without taking an application or offering or negotiating transaction terms.
Follow applicable risk, compliance, regulatory, and Wells Fargo policy requirements.