Senior Small Business Banking Relationship Manager (LO)
: Job Details :


Senior Small Business Banking Relationship Manager (LO)

Wells Fargo

Job Location : White Plains,NY, USA

Posted on : 2025-08-20T17:20:30Z

Job Description :
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25 MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially. Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio. Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk. Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals. Engage in prospect activities and employ contact strategies focused on generating new small business r...Relationship Manager, Relationship, Business, Banking, Manager, Senior, Business Services
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