Wells Fargo Application – Wildwood Small Business Banker

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Job Responsibilities:

• Acquiring, servicing and growing relationships with small businesses that typically have annual gross sales between $100k and $1MM
• Participates in community organizations and building relationships with centers of influence
• Conducts needs based conversations identifying credit, deposit and servicing processing needs of customers
• Builds relationships with branch employees making introductions to appropriate partners to help meet customer s broader financial needs
• Maintains primary focus on small business products and services; serve or refer the small business customers consumer needs
• Acts as the primary relationship manager for a portfolio of small business customers in an assigned territory using customer relationship management tools and systems and coordinate efforts that require resources and partners across the bank
• Explains and demonstrates self-service mobile options to customers
• Builds and grow relationships with a dedicated book of small business customers asking questions to learn about their financial needs, understanding customers goals; and sharing how Wells Fargo can help by following up through proactive outreach, via phone or in-person visits, and set, plan and execute appointments
• Engages with customers in all phases of the business life cycle while following policies and leveraging product knowledge
• Completes service requests, identifying, resolving customer concerns by following resolution protocol
• Works proactively to seek new customers and engage with existing customers to understand what is most important to them and help with their current and future financial needs
• Serves as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with Applicable laws, rules & regulations

Job Requirements:

• Knowledge and understanding of book of business
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Qualification & Experience:

• Experience using strong business acumen to provide financial services consultation to small business customers
• 1+ year of experience managing a dedicated book of small business customers across assigned territory
• Experience mentoring and peer-coaching others
• Experience building and maintaining effective relationships with customers and internal partners

Job Details:

Company: Wells Fargo

Vacancy Type:  Full Time

Job Location: Augusta, GA, US

Application Deadline: N/A

Apply Here

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