Wells Fargo Senior Small Business Banking Relationship Manager LO 

United States, Nevada, Las Vegas 

111690778

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-15MM) 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
• Lead or participate in onboarding, manage and grow account relationships with less complex business customers
• Structure and complete secured and unsecured business loans
• Understand, support and perform effective financial research in the areas of credit, cash flow, and collateral
• Lead team to ensure the overall success and growth of an assigned portfolio by developing relationships of existing customers and managing risk
• Provide counsel and experience as an advisor to the Bankers who have existing industry specific accounts
• Collaborate and consult with other Bankers and lines of business
• Provide customer relationship management with existing customers in order to fully understand their businesses, objectives, strategies and challenges
• Work as the relationship manager to existing customers, determine customer's commercial loan and deposit needs and deepen existing customer relationships

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:

• Client relationship management experience
• Strong telephone etiquette skills
• Bilingual speaking proficiency in Spanish/English
• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 15mm 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:

• 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
• Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.

Posting Location:

• 2658 W Horizon Ridge Pkwy Henderson, NV 89052
• 7290 South Durango Dr Las Vegas, NV 89113

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

Pay Range:

• Henderson, NV – Pay Range: $63,600.00 – 113,000.00 annually
• Las Vegas, NV – Pay Range: $63,600.00 – 113,000.00 annually

Pay Range

$63,600.00 - $113,000.00

19 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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