Senior Small Business Banking Relationship Manager Lo jobs at Wells Fargo in United States, Oxnard

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• 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

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand 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

Job Expectations:

• 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, 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

• 300 E Esplanade DrOxnard, CA 93036
• 5000 Santa Rosa RdCamarillo, CA 93012
• 487 Carmen DrCamarillo, CA 93010
• 460 E Esplanade DrOxnard, CA 93036
• 2740 Cochran StreetSimi Valley, CA 93065

​**Required location listed above. Relocation assistance is not available for this position.**

Wells Fargo Recruitment and Hiring Requirements:

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

In this role you will:

• Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in teller functions

• Provide feedback and present ideas for improving customer service and colleague experience, and related performance management process and tools

• Perform operational and customer support tasks

• Provide excellent customer service, engage customers in conversations, and build relationships with them

• Manage the schedule and the daily operations of the teller line

• Make decisions and resolve issues related to daily operations of the teller line, under direction of regional banking management

• Leverage interpretation of applicable regulations, policy and procedure requirements, and audit and escalation procedures

• Support customers and employees in resolving or escalating concerns or complaints

• Collaborate and consult with branch employees, colleagues, and mid-level managers

• Interact directly with customers

• Coach, motivate, and develop a diverse team of direct reports to achieve full potential and meet established business objectives

• Manage allocation of people and financial resources for branch operations

• Mentor and guide talent development of direct reports and assist in hiring talent

• 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:

• 2+ years of experience assessing and meeting the needs of customers or helping with issue resolution, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 1+ years of Leadership experience

Desired Qualifications:

• Leadership skills including the ability to build, develop, and motivate a diverse work team

• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues

• Customer service, operations, or financial services management experience within a high volume, fast-paced and constantly changing environment

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

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

• Knowledge and understanding of laws and regulations pertaining to the banking industry

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

• Ability to work effectively under pressure, meet deadlines, exercise independent judgment, and use critical thinking skills

• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

• Cash handling experience

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• 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

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

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

Positions may not be available at all locations listed.

• Buenaventura - 270 South Mills Road, Ventura, CA 93003
• Centerpoint Mall - 2831 Saviers Road, Oxnard, CA 93033
• Ojai - 202 East Matilija Street, Ojai, CA 93023
• Oxnard - 460 E. Esplanade Drive, Oxnard, CA 93036
• Port Hueneme - 533 W. Channel Islands Blvd, Port Hueneme, CA 93041
• Santa Paula Center - 576 W. Main Street, Santa Paula, CA 93060
• Ventura County Center - 5751 Telephone Road, Ventura, CA 93003
• Vons Fillmore - 636 W Ventura St., Fillmore, CA 93015

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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