Small Business Banking Relationship Management Manager (LO)

at  Wells Fargo

Sherman Oaks, California, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate20 Jan, 2025USD 188900 Annual21 Oct, 20242 year(s) or aboveCommunication Skills,TrainingNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

PAY RANGE

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$106,300.00 - $188,900.00

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experienc

Desired Qualifications:

  • Leadership experience with ability to effectively manage and build high performing teams.
  • Strong knowledge of deposit and cash management products and services
  • Credit underwriting/presentation skills and acumen with understanding business financials
  • 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
  • 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 highe

Responsibilities:

Wells Fargo is seeking a Small Business Banking Relationship Management Manager (LO) to lead and support a large geography in the Los Angeles Market along with parts of Ventura/Santa Barbara counties. As a Small Business Banking Relationship Management Manager (LO) you will be responsible for building, maintaining, and growing relationships with small business banking clients. Individuals have frequent interactions with clients to understand and meet their needs.

In this role, you will:

  • Manage and develop a team of relationship managers that are located in market with a focus on customer relationship management, customer experience, acquisition of new customers, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM)
  • Promote the growth of the business by implementing strategies to increase revenue by onboarding new customers, deepening the relationship with existing customers, and retaining existing credit or deposit balances
  • Identify and recommend opportunities for process improvement and risk control development
  • Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives
  • Collaborate and consult with peers, colleagues, and managers in order to build new relationships and grow existing relationships with customers
  • Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals
  • Manage allocation of people and financial resources for functional area
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience

Desired Qualifications:

  • Leadership experience with ability to effectively manage and build high performing teams.
  • Strong knowledge of deposit and cash management products and services
  • Credit underwriting/presentation skills and acumen with understanding business financials
  • 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
  • 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

Job Expectations:

  • Ability to travel up to 50% of the time in the related market territory
  • Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary


REQUIREMENT SUMMARY

Min:2.0Max:4.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Sherman Oaks, CA, USA