Business Banker (safe)

Wells Fargo

Cerritos, CA, US
Base: $30.77 - $45.67 ph; bonus/equity: incentive ...
2+ years financial services experience
Business banking client relationship management
Financial needs assessment and analysis
The role involves building, maintaining, and growing relationships with business banking clients in the branches while delivering a branded, client-centric experience

Job Summary

  • The role involves building, maintaining, and growing relationships with business banking clients in the branches while delivering a branded, client-centric experience.
  • Candidates must act as a trusted advisor by offering a full range of products including business accounts, credit, treasury services, and digital tools.
  • Wells Fargo provides eligible employees with comprehensive benefits including health insurance, a 401(k) plan, paid time off, and tuition reimbursement.

Matching Summary

The role involves building, maintaining, and growing relationships with business banking clients in the branches while delivering a branded, client-centric experience.

Salary

Base: $30.77 - $45.67 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive set including health, 401(k), and paid time off

Skills & Requirements

Must-have

  • 2+ years financial services experience
  • Business banking client relationship management
  • Financial needs assessment and analysis
  • Compliance with regulatory policies

Nice-to-have

  • Experience managing small business book of business
  • Strong business acumen for consultation
  • Proactive customer acquisition skills
  • Mentoring and peer-coaching abilities

Key Requirements

  • 2+ years financial services or sales experience
  • Meeting CFPB Loan Originator qualification requirements
  • Passing financial responsibility and criminal background checks
  • Not eligible for Visa sponsorship

Work Rights

Must meet US regulatory standards for Loan Originators

Tailored Resume

Cover Letter