Senior Business Banking Relationship Manager - Mansfield

Wells Fargo•Fort Worth, TX

22d•Onsite

About The Position

Wells Fargo is seeking a Senior Business Banking Relationship Manager to support business banking customers in an assigned local market. The role focuses on developing new relationships through prospecting and community outreach, deepening existing relationships, and managing a moderately complex book of business. The position offers business banking products and services, including credit, treasury management, and digital banking tools, tailored to clients’ operating cycles, cash flow needs, and strategic goals. The position involves visiting customers and prospects outside the branch within an assigned market or geography. It is a Loan Originator (LO) position with customer contact and duties that may include assessing needs and referring customers interested in a dwelling-secured product 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 Wells Fargo policies, including financial responsibility, character, general financial fitness, criminal background, and ongoing regulatory screening requirements.

Requirements

At least 4 years of banking experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Meet applicable Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
Meet ongoing regulatory requirements, including additional screening if necessary.

Nice To Haves

At least 2 years of experience sourcing 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.
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 proactively 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.
Proactively manage risk exposure and align activities 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 and provide responsive service to financial decision-makers.
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 the assigned market or geography.
Assess customer needs and refer customers interested in dwelling-secured products to a SAFE team member, without taking an application or offering or negotiating transaction terms.
Execute applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate or remediate issues appropriately.