Business Banker (LO) Vancouver, WA
Core
Build, maintain, and grow relationships with low to moderately complex business clients ($500K–$2MM annual sales) by offering financial solutions, digital services, and acting as a trusted advisor.
Role type
Business Banker (Loan Originator)
Builds
Business accounts, credit, treasury services, and digital tools for small business customers
Domain
Consumer Banking and Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
client relationship management, financial solutions consulting, business acumen, regulatory compliance, prospecting, networking, cross-functional collaboration, risk management, customer service, system navigation, mentoring
Preferred skills
in-branch business banking experience, dedicated book of small business customers management, proactive sourcing, financial services consultation, knowledge of bank lending programs and credit policies, team objective management, complex transaction handling, technology education, integrity and professionalism
Technologies
Wells Fargo digital tools, mobile banking platforms, Nationwide Mortgage Licensing System (NMLS)
Responsibilities
Manage and grow a portfolio of business clients from onboarding to deepening relationships; analyze client operations to provide tailored financial recommendations; act as a trusted advisor offering a full range of products; actively prospect and network to build external and internal partnerships; partner with Relationship Managers and Lending Officers for complex structures; assist customers with needs assessing for dwelling secured products without taking applications or negotiating terms
Seniority
Mid-level, hands-on IC
