Senior Business Relationship Manager (LO)
On-siteSan Antonio, Texas, 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 and increase core deposit balances. Conduct comprehensive financial and credit assessments, structure secured and unsecured credit solutions within delegated authority, and present recommendations to clients and stakeholders. Collaborate with product teams to solve client challenges and deliver a full suite of business banking products tailored to strategic goals. This role requires visiting customers and prospects outside the branch within an assigned market, adhering to strict regulatory requirements under Regulation Z, and maintaining a balanced culture of relationship building and risk mitigation.
Required Qualifications
- 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- 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
- Intermediate Microsoft Office skills
- A BS/BA degree or higher
- Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography
- Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
- The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
- A current credit report will be used to assess your financial responsibility and credit fitness
Desired Qualifications
- Excellent verbal, written, and interpersonal communication skills
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