Senior Small Business Banking Relationship Manager (LO)

Wells Fargo • Philadelphia, PA • 5h ago

About this role:

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios

Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially

Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio

Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk

Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals

Engage in prospect activities and employ contact strategies focused on generating new small business relationships

Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth

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

Desired Qualifications:

3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue

Strong knowledge of deposit and cash management products and services

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

3+ years of experience in business-to-business sales

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:

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

Posting End Date:

30 Aug 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-484922

Similar Jobs

Relationship Banker - Media Financial Center

Bank of America • Media, PA • 5h ago

Finance, Accounting & Banking

Relationship Banker - Media Financial Center Media, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 1...

5h ago

Go to Apply

Relationship Banker - Bustleton Financial Center - Russian Required

Bank of America • Philadelphia, PA • 5h ago

Finance, Accounting & Banking

Relationship Banker - Bustleton Financial Center - Russian Required Philadelphia, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your appli...

5h ago

Go to Apply

2026 Management Development Program - Wealth Markets (Investment Advisor Associate), MidAtlantic

M&T Bank • Radnor, PA • 9h ago

Finance, Accounting & Banking

Overview: Serves as a member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job (OJT) training. Core Training responsibilities include participation in c...

9h ago

Go to Apply

Corp Operations Controller- Vegetation Management (Home Office)

Utilities Service, LLC • Willow Grove, PA • 10h ago

Finance, Accounting & Banking

Description Job Title: Operations Controller - Vegetation Management (Home Office) Location: Willow Grove, PA Department: Finance Reports To: Director, Field Facing Analysis - Vegetation Management Position Type: Full-ti...

10h ago

Go to Apply

Associate Accounting Manager, Commercial Spend

Campbell Soup Company • Camden, NJ • 12h ago

Finance, Accounting & Banking

Since 1869, we've connected people through food they love. We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Cape Cod, Chunky, Goldfish, Kettle...

12h ago

Go to Apply

Senior Associate - International Tax and Transfer Pricing

CLIFTONLARSONALLEN LLP • King Of Prussia, PA • 13h ago

Finance, Accounting & Banking

Reference #: R15848 CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, d...

13h ago

Go to Apply

Senior Analytics Engineer - Finance

The Children's Hospital of Philadelphia • Philadelphia, PA • 15h ago

Finance, Accounting & Banking

Reference #: 1017957 SHIFT:Day (United States of America) Seeking Breakthrough Makers Children's Hospital of Philadelphia (CHOP) offers countless ways to change lives. Our diverse community of more than 20,000 Breakthrou...

15h ago

Go to Apply

Senior Finance Analyst (US)

TD Bank • Cherry Hill, NJ • 15h ago

Finance, Accounting & Banking

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportu...

15h ago

Go to Apply

Senior Finance Analyst (US)

TD Bank • Mount Laurel, NJ • 15h ago

Finance, Accounting & Banking

15h ago

Go to Apply

Commercial Bank Finance - Head of Vertical Support

TD Bank • Mount Laurel, NJ • 15h ago

Finance, Accounting & Banking

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $141,960 - $213,200 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opport...

15h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.