Business Banker (LO) Custer
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 clients
Domain
Consumer Banking and Lending
Required skills
client portfolio management, financial solutions consulting, operations analysis, regulatory compliance, prospecting, networking, partnership with Relationship Managers, credit policy knowledge, risk management, system navigation, customer education
Preferred skills
in-branch business banking experience, dedicated book of business management, proactive sourcing, business acumen, mentoring, Spanish fluency
Technologies
Wells Fargo digital tools, mobile banking platforms, banking systems
Responsibilities
Manage and grow a portfolio of business clients; understand and offer financial solutions; analyze client operations and priorities; act as a trusted advisor; prospect and network to build relationships; partner with Relationship Managers for complex structures; assist customers with dwelling secured product referrals without taking applications
Seniority
Mid-level, hands-on IC