More jobs:
Small Business Banking Relationship Management Manager; LO
Job in
Portland, Multnomah County, Oregon, 97201, USA
Listed on 2026-07-02
Listing for:
Wells Fargo
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
BD Manager
Job Description & How to Apply Below
Business Banking Relationship Management Manager (LO)
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking a Business Banking Relationship Management Manager (LO) in Consumer Business Lending providing coverage for Relationship Managers.
In this role, you will:
- Manage and develop a team of bankers and/or relationship managers with a focus on client relationship management, client experience, acquisition of new clients, deepening existing relationships, and risk management for Business clients
- Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening relationships 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 inquiries when needed
- 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 and 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
- 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:
- 5+ 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:
- 2+ years of supervisory or management experience
- Proven collaboration skills across various levels of the organization
- Proven ability to recruit, hire and train new employees
- Proven ability to manage a team in a virtual environment
- Proven leadership, collaboration, team building, and partnership skills
- Strong analytical and critical thinking skills combined with strategic business focus
- Demonstrated effective verbal, written and interpersonal communications skills with the ability to present information in order to create understanding and influence decisions.
- Proven leadership ability to drive successful execution of business imperatives; ability to plan, prioritize and set goals.
Job Expectations:
- Position will be responsible for visiting business banking employees, customers, and prospects within an assigned market/geography.
- This role requires an onsite presence at the location listed below
- 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,…
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