Senior Business Banking Relationship Manager (LO) Tampa, FL

Wells Fargo • Tampa, FL

3d • Onsite

About The Position

Wells Fargo is seeking a Senior Business Banking Relationship Manager to support customers in an assigned market by deepening relationships and prospecting for new business. The role manages a moderately complex book of business, develops a local network of clients and Centers of Influence, and grows the portfolio through deposits, credit, treasury management, and digital banking products. The position involves evaluating business financials and credit needs, developing and presenting client solutions, coordinating with credit and product partners, and managing risk in accordance with underwriting policies and Wells Fargo guidelines.

This Loan Originator (LO) position includes customer contact and may involve assessing needs and referring customers interested in dwelling-secured products to a SAFE team member. The role does not include taking an application or offering or negotiating terms of a dwelling-secured transaction. The position requires customer and prospect visits outside the office within an assigned market or geography. LO regulatory qualification and ongoing screening requirements apply. The position is not eligible for visa sponsorship.

Requirements

• At least 4 years of banking experience, or equivalent demonstrated through work experience, training, military experience, or education.
• At least 2 years of experience sourcing and/or managing a portfolio of clients with $2 million–$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.
• Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards, and ongoing regulatory requirements.
• Must meet Wells Fargo screening and hiring requirements; a current credit report will be used to assess financial responsibility and credit fitness, but credit score is not part of the evaluation.
• Not eligible for visa sponsorship.

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 relationship-deepening opportunities.
• 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 client operating cycles, cash flow needs, and strategic goals.
• Collaborate with product teams and internal stakeholders to address 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 office within the assigned market or geography.
• 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.
• Meet applicable Loan Originator regulatory qualification and ongoing compliance requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior