Senior Business Banking Relationship Manager (LO) - Palos Verdes, CA

Wells Fargo & Company•Rolling Hills, CA

4d•$104,000 - $168,000•Onsite

About The Position

Wells Fargo is seeking a Senior Business Banking Relationship Manager to support customers in an assigned local market by deepening relationships and prospecting for new business. The role manages a moderately complex book of business, grows portfolios, evaluates client financial and credit needs, and recommends business banking products and solutions. The position requires visits to customers and prospects outside the branch within an assigned market or geography. This is a Loan Originator (LO) position with customer contact that may include assessing needs and referring customers interested in dwelling-secured products to a SAFE team member. The role does not involve taking an application or offering or negotiating terms of a dwelling-secured transaction. Loan Originators must meet applicable Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies, including financial responsibility, character, general financial fitness, criminal background, and ongoing regulatory screening requirements. The position is based at 27440 Hawthorne Blvd, Rolling Hills Estates, CA 90274. The stated base pay range is $104,000 to $168,000; employees may also be eligible for incentive opportunities. Wells Fargo describes its culture as emphasizing strong customer relationships, risk mitigation, compliance, and sound risk decisions. The posting end date is November 29, 2026, though the posting may close earlier due to applicant volume.

Requirements

At least 4 years of banking experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Meet Consumer Financial Protection Bureau qualification requirements for Loan Originator positions and related Wells Fargo policies, including applicable financial responsibility, character, general financial fitness, criminal background, and ongoing regulatory standards.
Ability to visit customers and prospects outside the branch within an assigned market or geography.

Nice To Haves

At least 2 years of experience sourcing and/or managing a portfolio of clients with $2 million to $25 million in annual revenue.
Strong knowledge of deposit and cash management products and services.
Strong relationship-building and communication skills with individuals at all levels, internally and externally.
Ability to balance client needs with associated risks and Wells Fargo’s interests.
At least 3 years of business-to-business sales experience.
Established network in the local market.
Knowledge and understanding of the financial services industry.
Excellent verbal, written, and interpersonal communication skills.
Intermediate Microsoft Office skills.
A BS/BA degree or higher.

Responsibilities

Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals.
Build visibility and develop Centers of Influence to support long-term relationship development.
Deepen existing relationships by understanding client priorities and identifying opportunities for engagement and expansion.
Manage a moderately complex book of business.
Grow the portfolio by increasing core deposit balances and identifying opportunities to deepen relationships.
Manage risk exposure and ensure alignment with underwriting policies and risk guidelines.
Conduct financial and credit assessments, including analysis of cash flow, collateral, and business operating cycles.
Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed.
Present credit recommendations and financial strategies to clients and internal stakeholders.
Recommend and deliver Wells Fargo business banking products, including credit, treasury management, and digital banking tools.
Tailor solutions to clients’ operating cycles, cash flow needs, and strategic goals.
Collaborate with product teams and internal stakeholders to solve client challenges and streamline processes.
Communicate proactively with financial decision-makers and provide responsive service.
Provide feedback to improve tools, offerings, client experience, and operational excellence.
Retain and grow client relationships by advising on financial strategies and managing expectations transparently and carefully.
Visit customers and prospects outside the branch within an assigned market or geography.
Assess customer needs regarding dwelling-secured products and refer interested customers to a SAFE team member, without taking an application or offering or negotiating transaction terms.
Follow applicable Wells Fargo policies and procedures and meet risk, compliance, and regulatory obligations, including escalating and remediating issues as appropriate.