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דרושים Senior Small Business Banking Relationship Manager Lo ב-Wells Fargo ב-United States, Kannapolis

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Senior Small Business Banking Relationship Manager Lo ב-United States, Kannapolis והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Wells Fargo. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
Kannapolis
נמצאו 1 משרות
28.05.2025
WF

Wells Fargo Senior Small Business Banking Relationship Manager LO United States, North Carolina, Kannapolis

Limitless High-tech career opportunities - Expoint
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
תיאור:


In this role, you will:

  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) 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:

  • 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm 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

Kannapolis, NC 28083

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

** Job posting may come down early due to volume of applicants**

5 Jun 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
Limitless High-tech career opportunities - Expoint
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
תיאור:


In this role, you will:

  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) 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:

  • 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm 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

Kannapolis, NC 28083

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

** Job posting may come down early due to volume of applicants**

5 Jun 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
בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Senior Small Business Banking Relationship Manager Lo בחברת Wells Fargo ב-United States, Kannapolis. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.