Senior Business Banking Relationship Manager (LO) Orlando, FL
Core
Senior Business Banking Relationship Manager sourcing and onboarding new business clients, deepening relationships, and driving portfolio growth through credit solutions and deposit expansion.
Role type
Senior Business Banking Relationship Manager (Loan Originator)
Builds
Secured and unsecured credit solutions, core deposit balances, and digital banking tools for business clients.
Domain
Banking / Financial Services
Required skills
Business-to-business sales, client prospecting, financial and credit assessment, risk management, relationship building, portfolio management, credit structuring, regulatory compliance.
Preferred skills
Established local market network, knowledge of financial services industry, Microsoft Office skills.
Technologies
Microsoft Office
Responsibilities
Source and onboard new business clients through strategic prospecting and community outreach; Build visibility and develop strong Centers of Influence (COIs); Deepen existing relationships by understanding client priorities; Manage a moderately complex book of business; Drive portfolio growth by increasing core deposit balances; Proactively manage risk exposure and ensure alignment with underwriting policies; Conduct comprehensive financial and credit assessments; Structure and support secured and unsecured credit solutions; Present credit recommendations and financial strategies to clients and internal stakeholders; Recommend and deliver a full suite of Wells Fargo business banking products; Tailor solutions to client operating cycles, cash flow needs, and strategic goals; Collaborate with product teams and internal stakeholders to creatively solve client challenges; Engage financial decision-makers with proactive communication; Provide actionable feedback to enhance tools and offerings; Retain and grow client relationships by advising on financial strategies; Visit customers and prospects outside of the office location within an assigned market/geography.
Seniority
Senior, hands-on IC