Business Banker, San Diego

Wells Fargo

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

Posted 11/4/2026full-timeSan Diego • California • United StatesJuniorMid-Level💰 $28 - $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 through effective communication and collaboration.

Highest-signal resume keywords

Client Relationship ManagementFinancial Services ConsultationBilingual Proficiency in Spanish/EnglishKnowledge of Bank Lending ProgramsCustomer Service Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBusiness AcumenRisk ManagementCompliance KnowledgeCredit Policies UnderstandingDigital Banking SolutionsSales ExperienceCustomer Needs AssessmentComplex Transaction HandlingMentoring and Coaching

Soft Skills

Relationship BuildingCommunication SkillsExpectation ManagementCollaborationProblem Solving

Tools & Technologies

Mobile Banking TechnologyBanking Software SystemsDigital Tools for Business Clients

Certifications & Qualifications

LO RegistrationConsumer Financial Protection Bureau Qualification

Industry Keywords

Financial ServicesBankingSmall BusinessCompliance ControlsTreasury ServicesCredit ProductsRisk GuidelinesCustomer JourneyOnboarding ProcessReferral Networking

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 to deepening relationships and acquiring new clients
Deliver a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer Wells Fargo financial solutions and digital services to business clients
Analyze client operations, priorities, goals, and financial needs to provide tailored recommendations
Act as a trusted advisor offering business accounts, credit, treasury services, and digital tools
Prospect and network to build relationships with external and internal partners, drive referrals, and grow the small business customer base
Collaborate with internal banking channels to support business owners and gain the entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and alignment with underwriting policies and risk guidelines
Assess customer needs and refer customers interested in dwelling secured products to a SAFE team member without taking an application or offering or negotiating transaction terms
Follow Wells Fargo risk, compliance, monitoring, governance, 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
Bilingual speaking and listening proficiency in Spanish/English
Proficient with 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 manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
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
Experience mentoring and peer-coaching others
This position is not eligible for Visa sponsorship
This position 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 including additional screening, if necessary

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