Wells Fargo - Los Angeles, CA

posted 2 months ago

Full-time - Entry Level
Los Angeles, CA
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Branch Small Business Banker to act as the primary relationship manager for a portfolio of small business customers. This role involves building and maintaining relationships with customers, understanding their financial needs, and providing tailored banking solutions. The position requires proactive outreach, community engagement, and adherence to compliance and risk management protocols.

Responsibilities

  • Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM.
  • Work proactively to build and grow relationships with new and existing customers through 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 throughout all phases of the business life cycle, identifying their credit, deposit, and servicing needs.
  • Manage risk by adhering to policies, procedures, and compliance with applicable laws and regulations.

Requirements

  • 2+ years of branch small business banking experience or equivalent work experience, training, military experience, or education.

Nice-to-haves

  • 1+ year of experience managing a dedicated book of small business customers.
  • Knowledge of bank lending programs, credit policies, and specialty products.
  • Experience handling complex transactions across multiple systems.
  • Ability to educate customers on technology and mobile banking options.
  • 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
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