Business Banker (LO) Beaverton OR

Wells Fargo•Beaverton, OR

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 businesses, typically with $500,000 to $2 million in annual sales, and owns the client journey from onboarding through relationship expansion and new-client acquisition. The banker provides a branded, client-centric experience and positions Wells Fargo as a trusted partner. The Business Banker learns each client’s goals, operations, and financial needs; recommends relevant products and services; and supports clients with business accounts, credit, treasury services, and digital tools. The role includes active prospecting and networking, collaborating with internal banking channels and external partners, and partnering with Relationship Managers and Lending Officers on complex structures. This Loan Originator position requires LO registration and compliance with applicable regulatory and Wells Fargo requirements. The role may involve assessing needs and referring customers interested in dwelling-secured products to a SAFE team member, but does not include taking an application or offering or negotiating terms for such a transaction. The position is based at the Beaverton, Oregon branch. Banker placement may be within a 10-mile radius of the branch. 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.
Must meet Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
Must obtain LO registration at the time of employment; Wells Fargo initiates the registration process after the employment start date.
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 managing a dedicated book of small-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 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.
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.
Provide 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 product expertise to make tailored recommendations.
Analyze clients’ operations, goals, priorities, and financial needs, and recommend suitable solutions while following policies and procedures.
Offer 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 ensure alignment with underwriting policies and risk guidelines.
Assess needs and refer customers interested in dwelling-secured products to a SAFE team member; do not take applications or offer or negotiate transaction terms.
Meet LO registration, regulatory qualification, screening, and ongoing compliance requirements.
Execute applicable risk programs, follow policies and procedures, escalate and remediate issues, and make sound risk decisions.