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Posted 24 days ago
Business Banker (LO)
Wells Fargo
Requirements
2+ years financial services or sales experience, LO registration capability, Business acumen, Customer service expertise
Skills
Sales
About the role
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.
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Wells Fargo · Fort Myers
