Senior Business Banking Relationship Manager - Madison & 55th ST.
$104,000–$168,000 year
On-siteNew York City, New York, United States
Job Summary
Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals while building visibility and developing strong Centers of Influence. Deepen existing relationships by understanding client priorities, proactively identifying expansion opportunities, and managing a moderately complex book of business to drive portfolio growth. Conduct comprehensive financial and credit assessments, structure secured and unsecured credit solutions within delegated authority, and present tailored financial strategies to clients and internal stakeholders. Visit customers and prospects outside the office within an assigned market, ensuring all activities comply with Regulation Z Loan Originator requirements and risk guidelines. This role supports the growing Business Banking Team at Wells Fargo, focusing on deepening relationships and engaging in prospecting activities to elevate client experience and operational excellence.
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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