Wells Fargo Job Application – Small Business Banker

Website Wells Fargo

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

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Job Responsibilities:

  • Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
  • Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
  • Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
  • Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
  • Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
  • Participate in community organizations and build relationships with centers of influence

Job Requirements:

  • 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
  • Knowledge and understanding of book of business
  • Ability to interact with integrity and professionalism with customers and employees
  • Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
  • Experience using strong business acumen to provide financial services consultation to small business customers
  • Customer service focus with experience handling complex transactions across multiple systems
  • 1+ year of experience managing a dedicated book of small business customers across assigned territory
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Experience building and maintaining effective relationships with customers and internal partners
  • Experience mentoring and peer-coaching others
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Incline Village, NV, US

Application Deadline: N/A

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