Business Relationship Mgr (Lo)

Job Title:
Business Relationship Mgr (Lo)Job ID Number:
5082595Schedule Type:
Reg-TimeWork Hours:
Effectively acquires, manages and grows profitable account relationships with less complex business customers that have annual gross sales of generally more than $2MM and less than $20MM.
Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers.
Continually partners with existing customers in order to fully understand their businesses, goals, strategies and challenges.
Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially.
Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateral.
Effectively partners with other Bankers and lines of business to deliver the full complement of Wells products and services.
May structure and complete straight forward secured and unsecured business loans.
2+ years of business banking experience or 2+ years of sales or credit-related experience.
Persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements.
The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards.
Successful candidates must also meet ongoing regulatory requirements including additional screening.
Demonstrated ability to effectively communicate both verbally and in writing.
Demonstrated experience working with and responding to the needs of customers, such as solving customer problems and assessing customer needs.
Demonstrated ability to build and maintain relationships with others, such as clients, customers, and colleagues.
Demonstrated ability and desire to interact successfully with customers on a daily basis.
Prior experience working as part of a team.
Effective negotiation skills.
Prospecting skills.
Accounting or financial acumen.
Basic Microsoft Office (Word, Excel, PowerPoint, and Outlook) skills.

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