Wells Fargo Branch Small Business Banker SAFE United States, Florida 786118805
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In this role, you will:
- including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
- Servicebusinesscustomerswith their business needsin a branch environment
- Carry out business banking focused functions over the phone
- Present recommendations for resolving more complex situations
- Provide information to colleagues, internal partners, and stakeholders, including customers
- Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
- Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
- Participate in community organizations and build relationships with centers of influence
- Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
- Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
- Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
- 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:
2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
- 1+ year of experience managing a dedicated book of small business customers across assigned territory
- Knowledge and understanding of book of business
- Experience using strong business acumen to provide financial services consultation to small business customers
- Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
- Customer service focus with experience handling complex transactions across multiple systems
- Experience building and maintaining effective relationships with customers and internal partners
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- 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
- High motivation with ability to successfully meet team objectives while maintaining individual performance
- Experience mentoring and peer-coaching others
- Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Job Expectations:
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) websiteprovides 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.
22 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.
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