Senior Business Banking Relationship Manager (LO) Orlando, FL

Wells Fargo & Company • Windermere, 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 engaging in prospecting activities. The role involves developing new business clients, managing a moderately complex portfolio, growing client relationships, and delivering business banking products and services. The position requires visiting customers and prospects outside the office within an assigned market or geography.

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 involve taking applications for, or offering or negotiating terms of, dwelling-secured transactions. Loan Originators must meet applicable Consumer Financial Protection Bureau qualifications and ongoing regulatory requirements. 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 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.
• Meet Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards, and ongoing regulatory requirements.
• Must be able to visit customers and prospects outside the office within the assigned market or geography.

Responsibilities

• Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals.
• Build visibility and develop Centers of Influence (COIs) 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 client 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 client 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 office 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.
• Follow applicable risk programs, Wells Fargo policies and procedures, and regulatory and compliance obligations.

What This Job Offers

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