Business Banking Relationship Management Manager (LO)

Wells Fargo & Company•Irvine, CA

23h•Onsite

About The Position

Wells Fargo is seeking a Business Banking Relationship Management Manager (LO) in Consumer Banking and Lending, responsible for providing coverage for Business Bankers. This role involves managing and developing a team of business bankers, with a strong focus on customer relationship development, enhancing customer experience, and effective risk management. The manager is tasked with promoting business growth by implementing strategies to increase revenue, which includes onboarding new customers, deepening relationships with existing customers, and retaining current credit or deposit balances. Key aspects of the role also include identifying and recommending opportunities for process improvement and the development of risk controls. The manager will make decisions and resolve issues concerning the allocation of resources, objectives, and operations of their team to meet business goals. Collaboration and consultation with peers, colleagues, and various levels of management are essential. The role also involves working with other managers and department leadership in the hiring, training, development, and performance evaluation of team members. The manager will specifically oversee the allocation of people and financial resources for Small Business Banking Relationship Management and will mentor and guide the talent development of their direct reports, assisting in hiring new talent. This Loan Originator (LO) position requires customer contact, including needs assessment and referring customers interested in dwelling-secured products to a SAFE team member. It involves assisting customers without taking an application or offering/negotiating terms of a dwelling-secured transaction. Individuals in this LO position must meet the Loan Originator requirements under Regulation Z.

Requirements

5+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of leadership experience
Meet the Loan Originator requirements under Regulation Z (LO)
Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This role requires an onsite presence at the location listed below (2030 Main St, IRVINE, CA 92614)

Nice To Haves

2+ years of supervisory or management experience
Proven collaboration skills across various levels of the organization
Proven leadership, collaboration, team building, and partnership skills
Strong analytical and critical thinking skills combined with strategic business focus
Demonstrated effective verbal, written and interpersonal communications skills with the ability to present information in order to create understanding and influence decisions
Proven leadership ability to drive successful execution of business imperatives; ability to plan, prioritize and set goals

Responsibilities

Manage and develop a team of business bankers with a focus on customer relationship development, customer experience, and risk management
Promote the growth of the business by implementing strategies to increase revenue by onboarding new customers, deepening the relationship with existing customers, and retaining existing credit or deposit balances
Identify and recommend opportunities for process improvement and risk control development
Make decisions and resolve issues regarding resources, objectives, and operations of team to meet business objectives
Collaborate and consult with peers, colleagues, and multiple level managers
Collaborate with other managers and department leadership in hiring, training, or development and evaluation of individuals' performance
Manage allocation of people and financial resources for Small Business Banking Relationship Management
Mentor and guide talent development of direct reports and assist in hiring talent
Visit business banking employees, customers, and prospects within an assigned market/geography
Needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
Assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction