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Small Business Banking Relationship Management Manager Lo jobs at Wells Fargo in United States, Fort Lauderdale

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Fort Lauderdale
10 jobs found
16.09.2025
WF

Wells Fargo Lead Commercial Banking Relationship Manager United States, Texas, Fort Worth

Limitless High-tech career opportunities - Expoint
Drive strategic relationship planning and deliver tailored financial solutions that support client growth and long-term success. This role blends business development, credit expertise, and consultative relationship management to meet the...
Description:


In this role, you will:

  • Drive strategic relationship planning and deliver tailored financial solutions that support client growth and long-term success. This role blends business development, credit expertise, and consultative relationship management to meet the evolving needs of commercial clients.
  • Champion relationship planning efforts to deliver the full suite of Wells Fargo solutions. Maintain disciplined sales and pipeline management by ensuring data accuracy across relevant systems.
  • Partner with Business Development Representatives to source new commercial clients. Leverage existing networks and cultivate new relationships to expand market reach.
  • Collaborate with Commercial Lending Product Management to provide market and client feedback. Influence the design and delivery of innovative credit solutions aligned with client needs
  • Build, retain, and grow client relationships through proactive and strategic engagement. Understand client priorities, respond with agility, manage expectations, and solicit feedback to continuously improve service delivery.
  • Lead the structuring, modification, and renewal of complex credit facilities—including cash flow and real estate loans. Analyze financials, present recommendations, and coordinate with internal stakeholders to execute transactions.
  • Offer the full suite of Wells Fargo products by deeply understanding client businesses, strategic goals, and financial positions. Collaborate with product teams to craft customized solutions.
  • Make decisions in complex, multi-faceted scenarios while ensuring compliance with policies and procedures. Guide the team toward deliverables and support new initiatives.
  • Partner with peers and senior leaders to resolve client issues and drive business outcomes. Serve as a mentor to junior colleagues and champion process improvements and risk controls.


Required Qualifications:

  • 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Proven success in direct sourcing and prospecting new commercial banking clients
  • Demonstrated in-market business development experience or ability to execute a strategic growth plan
  • Strong relationships with community organizations and key local influencers
  • Established network in local and surrounding markets to support business development efforts
  • Deep understanding of core banking products and services, including commercial lending and treasury management
  • Commercial banking account relationship management experience for clients with annual revenue of up to $100MM
  • Completion of a formal credit training program
  • Collaborative mindset with a track record of delivering enterprise-wide solutions to clients
  • History of generating new client relationships and maintaining long-term partnerships
  • Excellent organizational skills with the ability to manage multiple priorities effectively
  • Strong risk awareness and compliance discipline in client engagement and deal execution
  • Exceptional verbal, written, and interpersonal communication skills
  • Consistent track record of exceeding sales performance targets


Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

201 Main Street- FORT WORTH, TX 76102

29 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
16.09.2025
WF

Wells Fargo Relationship Banker - Fort Myers FL United States, Florida, Fort Myers

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

  • Participate in building relationships with customers and spend time understanding required needs

  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs

  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers

  • Present recommendations for resolving inquiries and service requests regarding customers' accounts

  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers

  • Provide information to internal partners and external sources to further enhance the customer experience

  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs

  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

  • Provide self-service digital banking options to customers

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

  • State Insurance license(s)

  • Customer service focus with experience handling transactions across multiple systems

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  • Strong verbal, written, and interpersonal communication skills

  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business

  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs

  • Ability to make client calls and actively participate in the sales development process

  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention

  • Ability to follow policies, procedures, and regulations

  • High motivation with ability to successfully meet team objectives while maintaining individual performance

  • Experience mentoring and peer- coaching

  • Experience assessing customer needs and recommending products/services to fulfill those needs

  • Experience using business acumen to provide financial services consultation to small business customers

  • Knowledge and understanding of financial services consumer lending products

  • Ability to educate and connect customer to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • Adherence to Wells Fargo sales practices risk management culture

  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

  • State Insurance license(s) are required for this role and must be completed within a specified period

  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position

  • 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; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  • This position is not eligible for Visa sponsorship

13541 Goldenwood Dr Fort Myers, FL

1530 Heitman StFort Myers, FL

1540 Colonial Blvd Fort Myers, FL 33907

27 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

15.09.2025
WF

Wells Fargo Relationship Banker - Galleria-Fort Lauderdale FL United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

  • Participate in building relationships with customers and spend time understanding required needs

  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs

  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers

  • Present recommendations for resolving inquiries and service requests regarding customers' accounts

  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers

  • Provide information to internal partners and external sources to further enhance the customer experience

  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs

  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

  • Provide self-service digital banking options to customers

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

  • State Insurance license(s)

  • Customer service focus with experience handling transactions across multiple systems

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  • Strong verbal, written, and interpersonal communication skills

  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business

  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs

  • Ability to make client calls and actively participate in the sales development process

  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention

  • Ability to follow policies, procedures, and regulations

  • High motivation with ability to successfully meet team objectives while maintaining individual performance

  • Experience mentoring and peer- coaching

  • Experience assessing customer needs and recommending products/services to fulfill those needs

  • Experience using business acumen to provide financial services consultation to small business customers

  • Knowledge and understanding of financial services consumer lending products

  • Ability to educate and connect customer to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and employees

  • Bilingual speaking and listening proficiency in Spanish/English

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • Adherence to Wells Fargo sales practices risk management culture

  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

  • State Insurance license(s) are required for this role and must be completed within a specified period

  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position

  • 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; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  • This position is not eligible for Visa sponsorship

17 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

21.08.2025
WF

Wells Fargo Small Business Banking Relationship Management Manager LO United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Manage and develop a team of small business bankers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for...
Description:


In this role, you will:

  • Manage and develop a team of small business bankers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM).
  • Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory.
  • Identify and recommend opportunities for process improvement and risk control development.
  • Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives.
  • Collaborate and consult with peers, colleagues, and multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate processes and escalating inquires when needed.
  • Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals.
  • Manage allocation of people and financial resources for functional area
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients’ needs, by developing best practices to engage product organizations and understand clients’ businesses, strategic objectives, operational priorities, and financial positions.
  • Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively.
  • Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client’s needs.
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.


Required Qualifications:

  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • 2+ years of leadership experience

Desired Qualifications:

  • Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team
  • Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote.
  • Demonstrates a clear understanding of Business Banking products, such as:
    • Business Checking Accounts
    • Lines of Credit
    • Payables and Receivables
    • Understanding of complex business cash flow (if applicable)
  • Demonstrated ability to drive change within an organization
  • Proven ability to navigate and prioritize multiple priorities
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent time management and organizational skills
  • Thorough understanding of Operational Risk

Job Expectations:

  • 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, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

23 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

19.08.2025
WF

Wells Fargo Relationship Banker - Broward Blvd Fort Lauderdale FL United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
•Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • •Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • 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; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

24 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

19.08.2025
WF

Wells Fargo Branch Manager CO North United States, Colorado, Fort Collins

Limitless High-tech career opportunities - Expoint
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand...
Description:

In this role you will:

  • Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
  • Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience

Desired Qualifications:

  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
  • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
  • Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
  • Experience building and maintaining effective relationships with customers, internal partners and within the community
  • Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
  • Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
  • Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
  • Ability to interact with integrity and professionalism with customers and employees
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. 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, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Position will cover: Fort Collins, Windsor, Loveland and Greeley, CO

Pay Range

$28.00 - $58.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

26 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

09.07.2025
WF

Wells Fargo Senior Commercial Banking Portfolio Manager United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Actively manage, maintain, and grow an Investment Real Estate portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements. Work with...
Description:

It all begins with outstanding talent. It all begins with you.

About this role:

with a focus on Investment Real Estate

In this role, you will:

  • Actively manage, maintain, and grow an Investment Real Estate portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements

  • Work with clients and prospects to understand complex credit needs and represent the bank in developing and maintaining client relationships

  • Provide recommendations and write credit reports based on analysis of historical and projected financial performance, assessment of key risks and mitigants, management strength, and structural considerations.

  • Identify opportunity for process improvements within scope of responsibilities or functional area

  • Collaborate and consult with senior management, functional colleagues, internal partners, and stakeholders

  • Train and mentor analysts and junior portfolio managers

Required Qualifications:

  • 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 4+ years of underwriting experience including Investment Real Estate, advanced commercial or specialty group credit

  • Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance

  • Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner

  • Microsoft Excel experience including financial modeling

  • Ability to work effectively, as well as independently, in a team environment

  • Strong risk management and compliance skills

  • Solid knowledge and understanding of credit policy, loan servicing, and group underwriting requirements

  • Experience negotiating interest rates, price, terms, and collateral requirements

  • Knowledge and understanding of commercial and specialty group banking products and services

  • Excellent verbal, written, and interpersonal skills

  • Strong analytical skills with high attention to detail and accuracy

Job Expectations:

  • Ability to work a hybrid work schedule 4 days in office, 1 day remote

  • Ability to travel up to 10% of the time

  • Position can report to any of the posted locations

  • No Visa Sponsorship available

  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Locations:

  • 350 E Las Olas Blvd., Fort Lauderdale, FL
  • 1 Independent Dr., Jacksonville, FL
  • 100 S Ashley Dr., Tampa,FL
  • 171 17th St NW Bldg 100, Atlanta, GA
  • 550 S Tryon St Charlotte, NC
  • 1901 6th Ave N., Birmingham, AL

12 Jul 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Drive strategic relationship planning and deliver tailored financial solutions that support client growth and long-term success. This role blends business development, credit expertise, and consultative relationship management to meet the...
Description:


In this role, you will:

  • Drive strategic relationship planning and deliver tailored financial solutions that support client growth and long-term success. This role blends business development, credit expertise, and consultative relationship management to meet the evolving needs of commercial clients.
  • Champion relationship planning efforts to deliver the full suite of Wells Fargo solutions. Maintain disciplined sales and pipeline management by ensuring data accuracy across relevant systems.
  • Partner with Business Development Representatives to source new commercial clients. Leverage existing networks and cultivate new relationships to expand market reach.
  • Collaborate with Commercial Lending Product Management to provide market and client feedback. Influence the design and delivery of innovative credit solutions aligned with client needs
  • Build, retain, and grow client relationships through proactive and strategic engagement. Understand client priorities, respond with agility, manage expectations, and solicit feedback to continuously improve service delivery.
  • Lead the structuring, modification, and renewal of complex credit facilities—including cash flow and real estate loans. Analyze financials, present recommendations, and coordinate with internal stakeholders to execute transactions.
  • Offer the full suite of Wells Fargo products by deeply understanding client businesses, strategic goals, and financial positions. Collaborate with product teams to craft customized solutions.
  • Make decisions in complex, multi-faceted scenarios while ensuring compliance with policies and procedures. Guide the team toward deliverables and support new initiatives.
  • Partner with peers and senior leaders to resolve client issues and drive business outcomes. Serve as a mentor to junior colleagues and champion process improvements and risk controls.


Required Qualifications:

  • 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Proven success in direct sourcing and prospecting new commercial banking clients
  • Demonstrated in-market business development experience or ability to execute a strategic growth plan
  • Strong relationships with community organizations and key local influencers
  • Established network in local and surrounding markets to support business development efforts
  • Deep understanding of core banking products and services, including commercial lending and treasury management
  • Commercial banking account relationship management experience for clients with annual revenue of up to $100MM
  • Completion of a formal credit training program
  • Collaborative mindset with a track record of delivering enterprise-wide solutions to clients
  • History of generating new client relationships and maintaining long-term partnerships
  • Excellent organizational skills with the ability to manage multiple priorities effectively
  • Strong risk awareness and compliance discipline in client engagement and deal execution
  • Exceptional verbal, written, and interpersonal communication skills
  • Consistent track record of exceeding sales performance targets


Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

201 Main Street- FORT WORTH, TX 76102

29 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
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