Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals Build visibility and develop Centers of Influence to support long-term relationship development Deepen existing relationships by understanding client priorities and identifying engagement and expansion opportunities Manage a moderately complex book of business Grow portfolios by increasing core deposit balances and identifying deepening opportunities Manage risk exposure and align activities with underwriting policies and risk guidelines Conduct financial and credit assessments covering cash flow, collateral, and business operating cycles Structure and support secured and unsecured credit solutions within delegated authority Coordinate with credit partners as needed Present credit recommendations and financial strategies to clients and internal stakeholders Recommend and deliver Wells Fargo business banking products, including credit, treasury management, and digital banking tools Tailor solutions to client operating cycles, cash flow needs, and strategic goals Collaborate with product teams and internal stakeholders to solve client challenges and streamline processes Engage financial decision-makers through proactive communication and responsive service Provide feedback to improve tools, offerings, client experience, and operational excellence Retain and grow client relationships by advising on financial strategies and managing expectations Assess needs and refer customers interested in dwelling-secured products to SAFE team members without taking applications or offering or negotiating transaction terms Requirements 4+ years of banking experience, or equivalent demonstrated through work experience, training, military experience, or education 2+ years of experience sourcing and/or managing a portfolio of clients with $2mm–$25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and communication skills with individuals at all levels, internally and externally Ability to balance client needs with associated risks and Wells Fargo’s interests 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of the financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills BS/BA degree or higher listed as a desired qualification Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards Must satisfy ongoing regulatory requirements, including additional screening if necessary Position requires visiting customers and prospects outside the office within an assigned market/geography Core Competencies Demonstrates expertise in sourcing and managing client portfolios, with a strong focus on relationship-building and financial strategy development. Proficient in assessing client needs and delivering tailored banking solutions while managing risk and compliance requirements. Highest-signal resume keywords Banking Experience Client Portfolio Management Relationship Building Financial Strategy Development Risk Management ATS Optimization Keywords Hard Skills Financial Assessment Credit Solutions Structuring Deposit Management Products Cash Management Products Business-to-Business Sales Client Needs Assessment Operational Excellence Regulatory Compliance Microsoft Office Loan Originator Qualification Soft Skills Communication Skills Interpersonal Skills Proactive Engagement Problem Solving Client Relationship Management Industry Keywords Financial Services Industry Consumer Financial Protection Bureau Risk Guidelines Credit Recommendations Centers of Influence Tools & Technologies Digital Banking Tools Treasury Management Solutions #J-18808-Ljbffr
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