Wells Fargo Regional Business Relationship Manager (Lo) in Chandler, Arizona
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Consumer and Small Business Banking (CSBB) provides financial services to 21 million retail bank households and three million small business customers through approximately 4,900 retail branches, 17 customer service centers, and approximately 13,000 ATMs in 36 states and the District of Columbia. We serve and help individuals and families in many aspects of their lives, helping them buy homes, open first bank and savings accounts, buy cars to get to and from work or school, and start or grow small businesses. CSBB is focused on innovating and transforming with the customer at the center, better enabling customers to engage with us how, when, and wherever they choose. As an industry leader in many consumer and small business areas – including retail deposits, debit card transaction and purchase volume, and small business lending – our primary goal is delivering for our customers.
Small Business serves the financial needs of small business owners with annual sales of up to $5 million and includes Small Business Lending, Small Business Relationship Management, Core and Government Products, and Small Business Strategy. It also includes a Healthcare Practices group, which combines a team of experts, practice financing, and resources to help medical, dental, veterinary, and optometric practitioners acquire, build, equip, and refinance their practices.
This position works in a centralized environment and provides customer relationship management through convenience channels such as phone and email. Effectively on boards, manages and grows profitable account relationships with less complex business customers that have annual gross sales up to $5MM. Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and managing risk. Continually partners with existing customers in order to fully understand their businesses, objectives, strategies, and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially. Understands, supports, and may perform effective financial analysis in the areas of credit, cash flow, and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells Fargo products and services. May structure and complete straight forward secured and unsecured business loans with an aggregate exposure of up to $1MM.
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. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Location: Chandler, AZ
- 2+ years of experience in one or a combination of the following: retail banking, business banking or credit-related experience
Experience building and maintaining effective relationships with customers and internal partners
Accounting or finance experience
Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
Strong prospecting, negotiation, and influencing skills
Ability to work effectively in a team environment
Excellent verbal, written, and interpersonal communication skills
Basic Microsoft Office skills
Strong telephone etiquette skills
- 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.
AZ-Chandler: 2700 S Price Rd - Chandler, AZ
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.
Company: Wells Fargo
Req Number: 5589642
Updated: 2021-07-25 01:05:26.660 UTC