Senior Business Banking Relationship Manager (LO)
$104,000–$168,000 year
On-siteCampbell, California, United States
Job Summary
Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals. Build visibility and develop strong Centers of Influence to support long-term relationship development. Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion. Manage a moderately complex book of business while driving portfolio growth by increasing core deposit balances. Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles. Structure and support secured and unsecured credit solutions within delegated authority, presenting recommendations to clients and internal stakeholders. Collaborate with product teams to tailor solutions to client operating cycles and strategic goals. This LO position includes customer contact duties such as needs assessing and referring dwelling secured product inquiries to a SAFE team member.
Required Qualifications
- 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Must meet applicable financial responsibility, character, general financial fitness and criminal background standards
- Must meet ongoing regulatory requirements including additional screening, if necessary
- Must meet the Loan Originator requirements under Regulation Z (LO)
Desired Qualifications
- 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue
- Strong knowledge of deposit and cash management products and services
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
- Ability to balances needs of clients with associated risks and interests of Wells Fargo
- 3+ years of experience in business-to-business sales
- Established network in the local market
- Knowledge and understanding of financial services industry
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office skills
- A BS/BA degree or higher
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