Wells Fargo Small Business Banking Relationship Management Manager LO 

United States, Arizona, Chandler 

54595410

In this role, you will:

• Manage and develop a team of relationship managers 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

11 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

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