Senior Business Banking Relationship Manager

Role Overview

• Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
• Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
• Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
• Manage a moderately complex book of business
• Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
• Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
• Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
• Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
• Present credit recommendations and financial strategies to clients and internal stakeholders
• Recommend and deliver a full suite of 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 creatively solve client challenges and streamline processes
• Engage financial decision-makers with proactive communication and responsive service
• Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
• Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care.

Requirements

• 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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 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.

Benefits

• 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