Branch Small Business Banker

About This Role

This role involves building, maintaining, and growing relationships with small business banking clients within Wells Fargo branches. The Banker will sell various financial products, service business customers, and act as a primary relationship manager for a portfolio of small business customers.

Responsibilities

• Participate in selling products to business customers including deposit accounts and credit products
• Service business customers with their needs in a branch environment
• Carry out business banking focused functions over the phone
• Present recommendations for resolving more complex situations
• Provide information to colleagues, internal partners, and stakeholders
• Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM
• Work proactively to build and grow relationships with new customers and engage with existing customers
• Participate in community organizations and build relationships with centers of influence
• Create relationships with branch employees to meet customer financial needs and resolve concerns
• Engage with customers in all phases of the business life cycle, identifying credit, deposit and servicing processing needs
• Serve as a leader in managing risk and ensure compliance with applicable laws, rules & regulations

Requirements

• 2+ years of branch small business banking experience or equivalent
• Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
• Meet Loan Originator requirements under Regulation Z (LO)

Qualifications

• 2+ years of branch small business banking experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice to Have

• 1+ year of experience managing a dedicated book of small business customers
• Knowledge and understanding of book of business
• Experience using strong business acumen to provide financial services consultation to small business customers
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Experience building and maintaining effective relationships with customers and internal partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

Benefits