Business Banker (LO)

Responsibilities

• Manage and grow a portfolio of business banking clients, owning the full client journey from onboarding to deepening relationships
• Provide tailored financial recommendations including business accounts, credit, and treasury services
• Actively prospect and network to build relationships with external and internal partners to drive high-quality referrals
• Partner with Relationship Managers and Lending Officers to support complex structures and ensure alignment with risk guidelines
• Analyze client operations and priorities to offer impactful digital services and financial solutions

Requirements

• 2+ years of financial services, sales, or customer service experience
• Ability to meet Loan Originator (LO) registration requirements under Regulation Z
• Strong business acumen and ability to provide financial services consultation
• Proven expertise in customer service and managing client expectations

Preferred Qualifications

• 2+ years of in-branch business banking experience
• Experience managing a dedicated book of small business customers
• Bilingual proficiency in Spanish and English
• Extensive knowledge of bank lending programs and credit policies
• Experience mentoring or peer-coaching others

About the Company

Wells Fargo is a leading global financial services company providing a diversified set of banking, investment, and mortgage products. We are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of excellence and professional growth.