Business Banker (LO) Vernon, CA
$64,002–$94,994 year
On-siteVernon, California, 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, providing tailored recommendations that align with their objectives while staying compliant with policies. Act as a trusted advisor by offering a full range of products including business accounts, credit, treasury services, and digital tools. Proactively prospect and network to build relationships with external and internal partners to drive 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 includes customer contact duties such as needs assessing and referring customers interested in dwelling secured products to a SAFE team member.
Required Qualifications
- 2+ years of financial services, sales, or customer service experience
- LO registration at the time of employment
- Meeting applicable financial responsibility, character, general financial fitness and criminal background standards
- Meeting ongoing regulatory requirements including additional screening, if necessary
- Compliance with related Wells Fargo policies
- Meeting Consumer Financial Protection Bureau qualification requirements
Desired Qualifications
- 2+ years of in-branch business banking experience
- 1+ year of experience managing a dedicated book of small 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
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