Small Business Banking Relationship Management Manager (LO) Job at Wells Fargo, San Jose, CA

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  • Wells Fargo
  • San Jose, CA

Job Description

**At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. In Small Business Banking, we operate with integrity by building trust with our clients. We take pride in deepening our relationships by identifying areas of opportunity while also providing solutions to best serve our customers' needs.** **Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.** **About this role:** Wells Fargo is seeking a Small Business Relationship Management Manager to support Small Business Banking. We are seeking candidates that are passionate about small business, with the ability to build trust, and deepen relationships as well as leadership experience to help drive and deliver results for small business clients. **In this role, you will:** + Manage and develop a team of relationship bankers with a focus on client relationship management, client experience, acquisition of new clients, 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 clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory. + 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 multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate processes and escalating inquires when needed. + 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 + Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients' needs, by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions. + Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively. + Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client's needs. + 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:** + Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team + Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote. + Demonstrates a clear understanding of Business Banking products, such as: + Business Checking Accounts + Lines of Credit + Payables and Receivables + Understanding of complex business cash flow (if applicable) + Demonstrated ability to drive change within an organization + Proven ability to navigate and prioritize multiple priorities + Excellent verbal, written, and interpersonal communication skills + Excellent time management and organizational skills + Thorough understanding of Operational Risk **Job Expectations:** + 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 **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 - $206,100.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. + 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 **Posting End Date:** 26 Apr 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more. **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. **Req Number:** R-451594

Job Tags

Work experience placement, Remote job,

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