Talent.com
No longer accepting applications
Senior Small Business Banking Relationship Manager (LO)

Senior Small Business Banking Relationship Manager (LO)

Wells FargoWhite Plains, NY, United States
2 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 :

  • 3+ 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
  • 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.

    $82,000.00 - $125,000.00

    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 : 20 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.

    Create a job alert for this search

    Relationship Manager • White Plains, NY, United States

    Related jobs
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    Valley National BancorpSouthport, CT, US
    Full-time
    Responsibilities include but are not limited to : .Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related bu...Show moreLast updated: 10 days ago
    • Promoted
    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY

    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY

    USA JobsBrooklyn, NY, US
    Full-time
    Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you t...Show moreLast updated: 23 hours ago
    • Promoted
    Business Banking Sr Relationship Manager, NYC

    Business Banking Sr Relationship Manager, NYC

    M&T BankNew York, NY, United States
    Full-time
    Responsible for an assigned portfolio of loan and deposit relationships with small business clients.Solicit new business, manage risk and credit decisions, and service existing clients through the ...Show moreLast updated: 6 days ago
    Senior Manager, Investor Relations

    Senior Manager, Investor Relations

    ReserveOneNew York, NY, US
    Full-time
    Quick Apply
    About the Company ReserveOne is expected to be a publicly traded digital asset treasury company providing secure, diversified exposure to crypto with the discipline of public-market governance.Oper...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker I (PT)

    Relationship Banker I (PT)

    Cathay Bank - HeadquartersQueens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - HeadquartersQueens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY

    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY

    Banco SantanderBrooklyn, New York, USA
    Full-time
    Consumer and business Banking Senior Relationship Banker Avenue J Brooklyn NY.Country : United States of America.Santander is a global leader and innovator in the financial services industry.We beli...Show moreLast updated: 2 days ago
    • Promoted
    Senior Relationship Banker : Growth & Advisory Lead

    Senior Relationship Banker : Growth & Advisory Lead

    Santander USANew York, NY, United States
    Full-time
    A leading financial services provider in New York seeks a Senior Relationship Banker to manage client portfolios and enhance customer relationships. The ideal candidate should have a strong backgrou...Show moreLast updated: 1 day ago
    • Promoted
    Senior Not-for-Profit Banking Relationship Manager

    Senior Not-for-Profit Banking Relationship Manager

    J.P. MorganNew York, NY, United States
    Full-time
    A leading financial services firm in New York seeks a Business Relationship Manager Senior Not-for-Profit to manage client relationships and develop new business strategies.The ideal candidate will...Show moreLast updated: 1 day ago
    • Promoted
    Business Relationship Manager

    Business Relationship Manager

    LanceSoftWhite Plains, NY, US
    Full-time
    Location : White Plains, NY 10601.Hybrid : Minimum of 3 days onsite.Project Overview : Business Relationship Manager will mainly responsible for and not limited to the following functions : Planning an...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Banking Relationship Manager - Fairfield, NJ

    Business Banking Relationship Manager - Fairfield, NJ

    Valley National BancorpParamus, NJ, United States
    Full-time +1
    Back Business Banking Relationship Manager #25-1195 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Overview At Valley Bank, we believe in people's growth potential.For nearly 100 years...Show moreLast updated: 20 hours ago
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    JustMarketsSoutheast, NY, United States
    Full-time
    Proactively identify, acquire, and onboard new partners while nurturing and expanding relationships with existing partners. Act as the primary contact for partners, addressing their needs, resolving...Show moreLast updated: 1 day ago
    • Promoted
    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY

    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY

    Santander USANew York, NY, United States
    Full-time
    Consumer and business Banking, Senior Relationship Banker, Avenue J, Brooklyn, NY Country : United States of America.Santander is a global leader and innovator in the financial services industry.We ...Show moreLast updated: 1 day ago
    • Promoted
    Business Relationship Manager I

    Business Relationship Manager I

    JPMorganChaseAstoria, New York, USA
    Full-time
    If you are customer focused enjoy building relationships and providing financial advice to your clients a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BR...Show moreLast updated: 1 day ago
    • Promoted
    Business Banking Relationship Manager Sales Training Program

    Business Banking Relationship Manager Sales Training Program

    M&T BankNew York, NY, United States
    Full-time
    Relationship Manager Sales Training Program.A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) throughout the footprint once / month, for one week at a time.Comp...Show moreLast updated: 6 days ago
    • Promoted
    Wealth Relationship Manager

    Wealth Relationship Manager

    HSBCVillage of Scarsdale, NY, United States
    Full-time
    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US.Applicants must be legally authorized to work in the U. HSBC will not engage in imm...Show moreLast updated: 1 day ago
    • Promoted
    US Private Bank Investments Business Management, Senior Associate

    US Private Bank Investments Business Management, Senior Associate

    JPMorganChaseNew York, NY, United States
    Full-time
    US Private Bank Investments Business Management, Senior Associate.US Private Bank Investments Business Management, Senior Associate. Join our dynamic team as a Business Management Associate, where y...Show moreLast updated: 6 days ago
    • Promoted
    This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

    This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

    SantanderBrooklyn, NY, US
    Full-time
    Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you t...Show moreLast updated: 30+ days ago