Business Relationship Manager Jobs

About The Position

Requirements

• At least 4 years of business banking relationship management experience, or equivalent demonstrated through work experience, training, military experience, education.
• 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.
• Provide accurate information and supporting documentation for lawful employment and education verification.
• Directly represent personal experiences during the recruiting and hiring process.

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.
• At least 3 years of business-to-business sales experience.
• Experience supporting acquisitions, prospecting, and market expansion.
• Skill in applying analytics insights and data analysis to client and business opportunities.
• Ability to strengthen business retention through customer insights, consulting, and service delivery.
• Understanding of compliance requirements and risk controls in business banking.
• Ability to develop customer-centric solutions using product knowledge and customer needs.
• Effective use of sales development, execution, planning, and strategy practices.
• Ability to prepare proposals, structure deals, and manage stakeholder relationships.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Acquire, manage, retain, and deepen a portfolio of business banking customers with moderately complex financial needs and risk profiles.
• Advise business owners and financial decision-makers by evaluating financial performance, cash flow, collateral, operating cycles, and strategic priorities.
• Develop new relationships through prospecting, community engagement, internal referrals, and established centers of influence.
• Structure and present moderately complex secured and unsecured credit recommendations in partnership with credit and risk colleagues.
• Coordinate credit, deposit, treasury management, merchant services, and digital banking solutions across product teams.
• Monitor portfolio quality, customer performance, documentation, covenant compliance, and emerging risks; lead timely mitigation and escalation.
• Resolve moderately complex customer, credit, service, and implementation issues using independent judgment and knowledge of applicable requirements.
• Lead relationship planning and pipeline disciplines, maintaining accurate customer and opportunity information in approved systems.
• Collaborate with peers and mid-level managers to improve processes, customer outcomes, and risk controls.
• Provide guidance to less experienced colleagues on relationship management, credit practices, and customer issue resolution.
• Visit customers and prospects outside the branch 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.
• Follow applicable risk programs and Wells Fargo policies and procedures; fulfill risk and compliance obligations and escalate and remediate issues in a timely and effective manner.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement
• Incentive opportunities may be available