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Wells Fargo

Business Banker, MD/VA/DC Area

Wells Fargo

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

Posted 9/17/2026full-timeArlington • Maryland • United StatesJuniorMid-Level💰 $31 - $46 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and delivering tailored financial solutions, with a strong focus on customer service and compliance within the financial services industry. Proficient in networking and collaborating with internal teams to drive business growth and enhance client experiences.

Highest-signal resume keywords
Financial Services ExperienceClient Relationship ManagementBusiness Banking KnowledgeBilingual Proficiency in Spanish/EnglishRegulatory Compliance Knowledge

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 Solutions AnalysisBusiness Accounts ManagementCredit Services KnowledgeTreasury Services UnderstandingCustomer Needs AssessmentLending Programs KnowledgeRisk Management SkillsTechnology Education for CustomersComplex Transaction HandlingCustomer Service Consultation
Soft Skills
Interpersonal CommunicationRelationship BuildingMentoring and CoachingExpectation ManagementProfessional Integrity
Tools & Technologies
Digital Banking ToolsMobile Banking Options
Certifications & Qualifications
Consumer Financial Protection Bureau Loan Originator Qualification
Industry Keywords
Small Business BankingCompliance ControlsRisk AlignmentOperational RequirementsSales Growth Strategies

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
  • 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 and risk alignment
  • Assess customer needs and refer customers interested in dwelling-secured products to SAFE team members without taking applications or negotiating terms
  • Follow Wells Fargo risk, compliance, regulatory, and operational 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
  • This position is not eligible for Visa sponsorship
  • Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
  • Must meet financial responsibility, character, general financial fitness, and criminal background standards
  • Must meet ongoing regulatory requirements, including additional screening if necessary
  • Desired: 2+ years of in-branch business banking experience
  • Desired: 1+ year managing a dedicated book of small business customers across an assigned territory
  • Desired: Bilingual speaking and listening proficiency in Spanish/English
  • Desired: Proficiency sourcing, acquiring, building, and maintaining customer and colleague relationships
  • Desired: Experience providing financial services consultation to business customers using strong business acumen
  • Desired: Knowledge of bank lending programs, credit policies, and specialty products
  • Desired: Ability to meet team objectives while maintaining individual performance
  • Desired: Ability to manage expectations and conduct customer and partner follow-ups
  • Desired: Customer service experience handling complex transactions across multiple systems
  • Desired: Knowledge of retail compliance controls, risk management, and loss prevention
  • Desired: Ability to educate customers about technology and mobile banking options
  • Desired: Ability to interact with integrity and professionalism
  • Desired: Experience mentoring and peer-coaching others

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