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Branch Small Business Banker (SAFE)
Branch Small Business Banker (SAFE)-March 2024
Orlando
Mar 19, 2025
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
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About Branch Small Business Banker (SAFE)

  Why Wells Fargo:

  Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

  About this role:

  Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com .

  In this role you will:

  Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank

  Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments

  Participate in community organizations and build relationships with centers of influence

  Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol

  Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers

  Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations

  This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

  Required Qualifications:

  2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:

  1+ year of experience managing a dedicated book of small business customers across assigned territory

  Knowledge and understanding of book of business

  Experience using strong business acumen to provide financial services consultation to small business customers

  Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products

  Customer service focus with experience handling complex transactions across multiple systems

  Experience building and maintaining effective relationships with customers and internal partners

  Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  Knowledge and understanding of retail compliance controls, risk management, and loss prevention

  Ability to educate and connect customer to technology and share the value of mobile banking options

  Ability to interact with integrity and professionalism with customers and employees

  High motivation with ability to successfully meet team objectives while maintaining individual performance

  Experience mentoring and peer-coaching others

  Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

  Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

  Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

  Job Expectations:

  This position requires SAFE registration at the time of employment. WellsFargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position

  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, character, general financial fitness and criminal background standards

  A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  This position is not eligible for Visa sponsorship

  Job Posting Location:

  101 S Alafaya Trail, ORLANDO, FLORIDA 32828

  Posting End Date:

  1 Feb 2024

  *Job posting may come down early due to volume of applicants.

  We Value Diversity

  At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

  Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

  Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

  Applicants with Disabilities

  To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

  Drug and Alcohol Policy

  Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

  Company: WELLS FARGO BANK

  Req Number: R-334513

  Updated: Thu Jan 18 00:00:00 UTC 2024

  Location: ORLANDO,Florida

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