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WF
Wells Fargo
Senior Business Banking Relationship Manager (LO)
Career Insights for Financial Relationship Manager
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Based on California data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$143,960 / year median in California
-11% projected decline
Job Description
- About this role:
- Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers
- in an assigned local
- market
- by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at
- wellsfargojobs.com.
- In this role, you will:
- + Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals + Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development + Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion + Manage a moderately complex book of business + Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities + Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines + Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles + Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed + Present credit recommendations and financial strategies to clients and internal stakeholders + Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools + Tailor solutions to client operating cycles, cash flow needs, and strategic goals + Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes + Engage financial decision-makers with proactive communication and responsive service + Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence + Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member.
Required Qualifications:
- + 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- + 2+ years of experience sourcing and or managing a portfolio of clients with $2mm
- 25mm in annual revenue + Strong knowledge of deposit and cash management products and services + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally + Ability to balances needs of clients with associated risks and interests of Wells Fargo + 3+ years of experience in business-to-business sales + Established network in the local market + Knowledge and understanding of financial services industry + Excellent verbal, written, and interpersonal communication skills + Intermediate Microsoft Office skills + A BS/BA degree or higher •
Job Expectations:
- + Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
Posting Locations:
- + 245 N Larchmont Blvd
- Los Angeles, CA 90004 + 1300 4th St
- Santa Monica, CA90401 + 6348 Sepulveda Blvd
- Van Nuys, CA 91411 + 10225 Balboa Blvd
- Northridge, CA91325
- Pay Range
- Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $104,000.00
- $168,000.00
- Benefits
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits
- Wells Fargo Jobs (https://www.
Posting End Date:
- 25 Sep 2026
- _Job posting may come down early due to volume of applicants._
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer.
- Applicants with Disabilities
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
- Drug and Alcohol Policy
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
- a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number:
- R-570804
Benefits
- Paid Time Off (PTO)
- Financial Aid/Assistance
- 401(k) Plans
- Dental Insurance