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Last updated: 1 day ago
Senior Small Business Banking Relationship Manager (LO)

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANKONTARIO, California, United States of America
Full-time
Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers.Learn more about the career...Show moreLast updated: 30+ days ago
Relationship Manager Business Banking II

Relationship Manager Business Banking II

City National BankOntario, CA, United States
Full-time
RELATIONSHIP MANAGER BUSINESS BANKING II.Develops and manages relationships with business banking clients in the assigned business segment and / or geographic areas. Actively engages in the sales proc...Show moreLast updated: 12 days ago
Relationship Executive- Emerging Middle Market Banking- Executive Director

Relationship Executive- Emerging Middle Market Banking- Executive Director

JPMorgan Chase Bank, N.A.Upland, CA, US
Full-time
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive...Show moreLast updated: 4 days ago
  • Promoted
Private Banking Credit Underwriter

Private Banking Credit Underwriter

Sunflower Bank, N.A.Ontario, CA, US
Full-time
Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full ran...Show moreLast updated: 4 days ago
Senior Financial Sales Rep Commercial Banking

Senior Financial Sales Rep Commercial Banking

Citizens Business BankUpland, CA, US
Full-time
A regional financial institution is seeking a Financial Sales Representative to engage customers through selling bank products and services, managing accounts, and developing business relationships...Show moreLast updated: 2 days ago
  • Promoted
Business Banking Relationship Manager 3CategorySales & Relationship ManagementJob Id2025-0025481LocationRancho Cucamonga, CA, United StatesPosting Start Date10 / 20 / 2025Anticipated Posting End Date01 / 23 / 2026Job TypeFull time

Business Banking Relationship Manager 3CategorySales & Relationship ManagementJob Id2025-0025481LocationRancho Cucamonga, CA, United StatesPosting Start Date10 / 20 / 2025Anticipated Posting End Date01 / 23 / 2026Job TypeFull time

US BankRancho Cucamonga, CA, US
Full-time
Business Banking Relationship Manager.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communiti...Show moreLast updated: 9 days ago
Private Banking Credit Underwriter

Private Banking Credit Underwriter

Sunflower BankONTARIO, CA, US
Full-time
The Private Banking Credit Underwriter position is responsible for gathering, analyzing and interpreting financial and credit information in order to assess the creditworthiness of the company’s co...Show moreLast updated: 12 days ago
  • Promoted
Banking Applications Administrator

Banking Applications Administrator

VirtualVocationsOntario, California, United States
Full-time
A company is looking for a Banking Systems Application Administrator to manage and support critical banking platforms, primarily focusing on the nCino lending platform. Key Responsibilities Serve ...Show moreLast updated: 1 day ago
Relationship Executive- Emerging Middle Market Banking- Executive Director

Relationship Executive- Emerging Middle Market Banking- Executive Director

JPMorgan Chase & Co.Upland, CA, United States
Full-time
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive...Show moreLast updated: 30+ days ago
  • Promoted
Business Banking Relationship Manager 3

Business Banking Relationship Manager 3

U.S. BancorpRancho Cucamonga, CA, US
Full-time
Business Banking Relationship Manager.Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day w...Show moreLast updated: 9 days ago
BANKING AND FINANCE (BUSINESS)

BANKING AND FINANCE (BUSINESS)

Santa Rosa Junior CollegeSonoma County, CA
Full-time +1
Santa Rosa Junior College is currently accepting applications to establish a pool for part-time associate faculty assignments. Associate assignments are temporary, part-time or on-call.This job post...Show moreLast updated: 30+ days ago
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Senior Small Business Banking Relationship Manager (LO)

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANKONTARIO, California, United States of America
30+ days ago
Job type
  • Full-time
Job description

About this role :

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.

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
  • Strong relationship-building and 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
  • Posting Locations :

  • 4240 E 4th St ONTARIO, CA 91764
  • 10540 Foothill Blvd Ste 110 RANCHO CUCAMONGA, CA 91730
  • 14307 Baseline Ave FONTANA, CA 92336
  • 12273 Highland Ave Ste 138 RANCHO CUCAMONGA, CA 91739
  • Required locations listed above. Relocation assistance is not available for this position.
  • Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $75,000.00 - $114,000.00

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Posting End Date : 28 Nov 2025

  • Job posting may come down early due to volume of applicants.
  • We Value Equal Opportunity

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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