Business Banker (LO) Murrieta, CA

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs.

What You Will Do

Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.

Why It Might Be a Fit

This role requires a strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures.

Requirements

• 2+ years of financial services, sales, or customer service experience
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Experience using strong business acumen to provide financial services consultation to business customers
• Knowledge and understanding of bank lending programs, credit policies, and specialty products
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
• Customer service focus with experience handling complex transactions across multiple systems
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• Experience mentoring and peer-coaching others

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