Senior Business Banking Relationship Manager (LO)

Wells Fargo•Sarasota, FL

7d•Onsite

About The Position

Wells Fargo is hiring a Senior Business Banking Relationship Manager to support customers in an assigned market as part of its Business Banking Team. The role focuses on sourcing and onboarding new business clients, growing and retaining client relationships, and managing a moderately complex book of business. It involves assessing clients’ financial needs, structuring credit solutions within delegated authority, and recommending Wells Fargo business banking products, including credit, treasury management, and digital banking tools. The position includes customer contact and duties that may involve assessing needs and referring customers interested in a dwelling-secured product to a SAFE team member. The role does not include taking an application or offering or negotiating terms of a dwelling-secured transaction. The employee must meet Loan Originator qualification requirements under Regulation Z and applicable Consumer Financial Protection Bureau requirements, as well as Wells Fargo policies. The role requires visiting customers and prospects outside the office within an assigned market or geography. The posted location is 1819 Main St., Sarasota, Florida 34236.

Requirements

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

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 people 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.
An 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 assessment 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.
Engage financial decision-makers through proactive communication and responsive service.
Provide feedback to improve tools and 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 an assigned market or geography.
Assess needs and refer customers interested in dwelling-secured products to a SAFE team member, without taking an application or offering or negotiating transaction terms.
Meet applicable Loan Originator qualification and ongoing regulatory requirements.