Talent.com
Senior Small Business Banking Relationship Manager (LO)
Senior Small Business Banking Relationship Manager (LO)WELLS FARGO BANK • OPA LOCKA, Florida, United States of America
Senior Small Business Banking Relationship Manager (LO)

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANK • OPA LOCKA, Florida, 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 Location:
  • 13100 NW 27th Ave OPA LOCKA, FL 33054
Posting End Date:
23 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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

Senior Small Business Banking Relationship Manager (LO) • OPA LOCKA, Florida, United States of America

Similar jobs

Relationship Manager I - Business Banking

PNCPembroke Pines, FL, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more

 • Promoted

Corporate Banking Relationship Manager (Hybrid - South Florida)

BankUnitedHialeah, FL, United States
Temporary

A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts.Incumbents are expected to meet or exceed p...Show more

 • Promoted

Senior Home Lending Advisor, North Miami, Florida

JPMorgan ChaseHialeah, FL, United States
Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...Show more

 • Promoted

Business Development Manager

Slice Merchant ServicesMiramar, FL, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...Show more

 • Promoted

Banking Specialist III

Amerant BankHialeah, FL, US
Full-time

As a Banking Specialist, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands.You understand that Amerant...Show more

 • Promoted

Sales and Business Development Manager-Export FMCG

American Fine Food CorpHialeah Gardens, FL, United States
Full-time

WebGrocer is a exporter of US made grocery and health and beauty brands.We have been a leader in the industry for the past 35+ years specializing in USA made Grocery, confectionary, and health and ...Show more

 • Promoted

Credit Products Officer II (Commercial/Hybrid Miami Lakes))

BankUnitedHialeah, FL, United States
Full-time

A Credit Products Officer specializes in either Corporate and Industrial (C&I) or Commercial Real Estate (CRE) loan requests and is responsible for preparing complete and accurate credit analyses i...Show more

 • Promoted

Relationship Banker or Sr (Bilingual Preferred) - Hialeah Gardens

Synovus FinancialHialeah, FL, United States
Full-time

Retail Branch Consumer And Small Business Lending Banker.Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model.Cons...Show more

 • Promoted

Relationship Banker II (Pembroke Pines Branch)

Regions FinancialPembroke Pines, FL, United States
Full-time

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...Show more

 • Promoted

Relationship Banker

First HorizonHialeah, FL, United States
Full-time

Location: On site at location listed in job posting.Schedule: Monday-Friday, 8:15am - 5pm.The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations ...Show more

 • Promoted

Small Business Banker

BrightStar Credit UnionPembroke Pines, FL, United States
Full-time

BrightStar Credit Union Job Opportunity.As a member of BrightStar Credit Union, you'll join a dynamic, purpose-driven organization with a culture that focuses on its employees and members.We offer ...Show more

 • Promoted

Senior Small Business Relationship Banker (Palmetto Lakes Branch - Miami Gardens)

Regions FinancialMiami Gardens, FL, United States
Full-time

Senior Small Business Relationship Banker.At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determ...Show more

 • Promoted

Retail Mortgage Loan Originator

SunTrust Investment Services, Inc.Miami Gardens, FL, United States
Full-time

Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, ...Show more

 • Promoted

Relationship Banker II (West Pembroke Pines Branch)

Regions FinancialPembroke Pines, FL, United States
Full-time

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...Show more

 • Promoted

Relationship Banker

First Horizon BankMiami Lakes, Florida, US
Full-time

Location: On site at location listed in job posting.Schedule: Monday-Friday, 8:15am - 5pm The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations ...Show more

 • Promoted

Commercial Real Estate CRE Relationship Manager IV

Amerant BankPlantation, FL, US
Permanent

Maximize share of wallet and products penetration.Loan generation and deposit gathering are your priority, along with cross selling any other Bank Services your clients need.The relationship manage...Show more

 • Promoted

Member Relations Mgr I FT / Personal Banker / Relationship Mgr

Jetstream Federal Credit UnionHialeah, FL, United States
Full-time

Personal Banker / Member Relationship Manager (MRM).Join a team where people come first.At JetStream Federal Credit Union, we're more than a financial institutionwe're a community dedicated to help...Show more

 • Promoted

Retail Mortgage Loan Originator

TruistPembroke Pines, FL, United States
Full-time +2

The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show more