Wells Fargo - Beverly Hills, CA

posted 2 months ago

Full-time - Mid Level
Beverly Hills, CA
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking, responsible for managing a portfolio of small business customers. The role involves building and maintaining relationships, understanding customer financial needs, and ensuring compliance with banking regulations. The banker will engage with customers throughout their business life cycle and collaborate with internal partners to provide comprehensive financial solutions.

Responsibilities

  • Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM.
  • Build and grow relationships with new and existing customers through proactive outreach and in-person visits.
  • Participate in community organizations and build relationships with centers of influence.
  • Create relationships with branch employees to meet customers' broader financial needs and resolve customer concerns.
  • Engage with customers in all phases of the business life cycle, identifying their credit, deposit, and servicing needs.
  • Manage risk and ensure compliance with applicable laws, rules, and regulations.

Requirements

  • 2+ years of branch small business banking experience or equivalent work experience, training, military experience, or education.
  • 1+ year of experience managing a dedicated book of small business customers across an assigned territory.
  • Extensive knowledge of bank lending programs, credit policies, and specialty products.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Ability to educate customers on technology and mobile banking options.

Nice-to-haves

  • Experience mentoring and peer-coaching others.
  • Relevant military experience in personnel benefits management or human resources.

Benefits

  • Health insurance
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Parental leave
  • Critical caregiving leave
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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