Business Banker (LO) Southlake
On-siteSouthlake, Texas, United States
Job Summary
Manage and grow a portfolio of low to moderately complex business clients, typically $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships. Understand and offer a suite of financial solutions and digital services to meet client needs, while analyzing operations to provide tailored recommendations that align with objectives and stay compliant. Act as a trusted advisor by offering a full range of products including business accounts, credit, treasury services, and digital tools. Actively prospect and network to build strong relationships with external and internal partners to drive high-quality referrals and grow the small business customer base. Partner with Relationship Managers and Lending Officers for complex structures, ensuring alignment with underwriting policies and risk guidelines. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member.
Required Qualifications
- 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ plus years of in branch business banking experience
- 1+ year of experience managing a dedicated book of business customers across assigned territory
- Experience using strong business acumen to provide financial services consultation to business customers
- Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
- High motivation with ability to successfully meet team objectives while maintaining individual performance
- Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
- Customer service focus with experience handling complex transactions across multiple systems
- 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
- Experience mentoring and peer-coaching others
- Fluent in Spanish
- Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
- Must meet applicable financial responsibility, character, general financial fitness and criminal background standards
- Must meet ongoing regulatory requirements including additional screening, if necessary
Desired Qualifications
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
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