Senior Business Relationship Manager (LO)
On-siteLincoln, Nebraska, 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 while deepening existing relationships by understanding client priorities and proactively identifying expansion opportunities. Manage a moderately complex book of business by driving portfolio growth, increasing core deposit balances, and identifying deepening opportunities. Conduct comprehensive financial and credit assessments, structure credit solutions within delegated authority, and present recommendations to clients and stakeholders. Visit customers and prospects outside the office to engage financial decision-makers, provide actionable feedback to enhance tools and offerings, and retain relationships through transparent financial strategy advice. This role requires meeting Loan Originator requirements under Regulation Z, including financial responsibility and background standards, and involves balancing client needs with risk mitigating and compliance-driven culture.
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 office 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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