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Wells Fargo

Business Banker, Los Angeles

Wells Fargo

. Manage and grow a portfolio of low to moderately complex business clients, typically $500K to $2MM in annual sales .

Posted 10/28/2026full-timeLos Angeles • California • United StatesJuniorMid-Level💰 $31 - $46 per hourWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in managing client relationships and delivering tailored financial solutions, with a strong focus on customer service and compliance within the banking sector. Proficient in leveraging business acumen to drive growth and enhance client experiences.

Highest-signal resume keywords
Client Relationship ManagementFinancial Services ConsultationBusiness Banking ExperienceBilingual Proficiency in Spanish/EnglishKnowledge of Bank Lending Programs

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial SolutionsClient OnboardingRisk ManagementCompliance ControlsCredit PoliciesCustomer ServiceBusiness AcumenTechnology EducationComplex Transaction HandlingLoan Originator Requirements
Soft Skills
IntegrityProfessionalismMentoringCollaborationNetworking
Tools & Technologies
Digital Banking ToolsMobile Banking Options
Certifications & Qualifications
Loan Originator RegistrationConsumer Financial Protection Bureau Qualification
Industry Keywords
Business ClientsSmall Business BankingSales GrowthClient-Centric ExperienceFinancial Responsibility

About the role

Key responsibilities & impact
  • Manage and grow a portfolio of low to moderately complex business clients, typically $500K to $2MM in annual sales
  • Own the full client journey from onboarding through relationship deepening and new-client acquisition
  • Deliver a branded, client-centric experience that drives growth and positions Wells Fargo as a trusted partner
  • Understand and offer Wells Fargo financial solutions and digital services to business clients
  • Analyze client operations, goals, and priorities to provide tailored financial recommendations
  • Act as a trusted advisor offering business accounts, credit, treasury services, and digital tools
  • Prospect and network with external and internal partners to generate referrals and grow the small-business customer base
  • Collaborate with internal banking channels to support business owners and gain the full relationship
  • Partner with Relationship Managers and Lending Officers on complex structures and underwriting-policy and risk-guideline alignment
  • Assess customer needs and refer customers interested in dwelling-secured products to SAFE team members without taking applications or offering or negotiating transaction terms
  • Follow Wells Fargo risk, compliance, escalation, and remediation requirements

Requirements

What you’ll need
  • 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
  • 2+ years of in-branch business banking experience (desired)
  • 1+ year of experience managing a dedicated book of small business customers across assigned territory (desired)
  • Bilingual speaking and listening proficiency in Spanish/English (desired)
  • Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Experience using strong business acumen to provide financial services consultation to business customers
  • Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
  • Ability to successfully meet team objectives while maintaining individual performance
  • Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
  • Customer service experience handling complex transactions across multiple systems
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to educate and connect customers to technology and explain mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
  • Experience mentoring and peer-coaching others
  • Must meet Loan Originator requirements under Regulation Z
  • Requires LO registration at the time of employment
  • Must meet Consumer Financial Protection Bureau qualification requirements and Wells Fargo policies
  • Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
  • Must meet ongoing regulatory requirements and additional screening if necessary
  • Not eligible for Visa sponsorship

Benefits

Comp & perks
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available