Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Business Banking Relationship Manager (LO)

Wells Fargo

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 referralsBuild visibility and develop strong Centers of Influence (COIs) to support long-term relationship developmentDeepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansionManage a moderately complex book of businessDrive portfolio growth by increasing core deposit balances and identifying deepening opportunitiesProactively manage risk exposure and ensure alignment with underwriting policies and risk guidelinesConduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cyclesStructure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as neededPresent credit recommendations and financial strategies to clients and internal stakeholdersRecommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking toolsTailor solutions to client operating cycles, cash flow needs, and strategic goalsCollaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processesEngage financial decision-makers with proactive communication and responsive serviceProvide actionable feedback to enhance tools and offerings that elevate client experience and operational excellenceRetain and grow client relationships by advising on financial strategies and managing expectations with transparency and careThis 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 belowRequired Qualifications:4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired 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 servicesStrong relationship-building and excellent communication skills with individuals at all levels, internally and externallyAbility to balances needs of clients with associated risks and interests of Wells Fargo3+ years of experience in business-to-business salesEstablished network in the local marketKnowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skillsIntermediate Microsoft Office skillsA BS/BA degree or higherJob Expectations:Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.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 necessaryPosting Location:222 S Harbor Blvd Anaheim, CA92805Pay RangeReflected 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 - $168,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:29 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our 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.SummaryLocation: ANAHEIM, CAType: Full time

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Business Banking Relationship Manager (LO) in Anaheim, CA vacancy
  • $104k - $168k

     ...Senior Business Banking Relationship Manager (LO) 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... 
    Senior
    Work experience placement
    Work at office
    Local area

    Wells Fargo

    Anaheim, CA
    4 days ago
  •  ...U.S. Bank in Downey, CA seeks a seasoned Business Banking Relationship Manager to drive growth by developing new client relationships and delivering tailored financial solutions, including lending, treasury, deposits, and payment services. The role is hybrid with substantial... 
    Senior

    U.S. Bank

    Downey, CA
    1 day ago
  • $70k - $130k

    Pen Manufacturing is seeking a Strategic Accounts Director to lead the development and expansion of high-value OEM partnerships within its contract manufacturing platform. This role requires penetrating and structuring long-term manufacturing agreements across targeted ...
    Senior
    Contract work

    Pen Manufacturing

    Anaheim, CA
    1 day ago
  • $71k - $140k

    Introduction Since 1973, East West Bank has served as a pathway to success. With...  ...multi-cultural professionals help guide businesses and community members on both sides of...  ...Being the next generation Business Relationship Manager at East West Bank means you are part of... 
    Suggested
    Local area

    East West Bank

    Westminster, CA
    3 days ago
  • A leading technology firm in Anaheim, California seeks a Trade Compliance Senior Specialist to oversee export/import compliance and ensure adherence to federal regulations. Ideal candidates should have a Bachelor’s Degree and at least 6 years of relevant experience, including... 
    Senior
    Relocation package

    L3Harris Technologies

    Anaheim, CA
    1 day ago
  • Knott's Berry Farm in Buena Park, CA, is seeking a Ride Operations Manager to ensure safe, efficient, and guest-centric operation of all rides and guest control areas. The role leads training, coaching, and scheduling while upholding park standards and corporate guidelines... 
    Senior
    Shift work

    Knott's Berry Farm

    Buena Park, CA
    5 days ago
  • $47.8k - $94.9k

     ...environments where each day presents new opportunities to connect with businesses and drive growth? As an Account Executive at Spectrum Business...  ...Ability to read, write,speakand understand EnglishEffective management of sales and administrative tasks with multitasking... 
    Work at office
    Local area
    Visa sponsorship

    Spectrum

    Anaheim, CA
    4 days ago
  • $70k - $100k

    A technology solutions company based in California is seeking an Account Executive to develop new accounts and drive sales growth. The ideal candidate will reside in Orange County and have over five years of B2B sales experience, particularly in technology. This role includes...
    Senior

    IT Solutions LLC

    Anaheim, CA
    1 day ago
  •  ...defense manufacturing. The role focuses on building long-term relationships and securing production contracts within the aerospace and...  ...experience and demonstrate a proven track record in strategic account management. The position offers a competitive compensation structure... 
    Senior

    Pen Mfg

    Anaheim, CA
    3 days ago
  • $70k - $100k

     ...directly to the RVP, Sales, this role will represent IT Solutions to prospects and deliver solutions to solve their most complex business needs. Responsibilities Seek out and prospect new client accounts and generate sales opportunities. Develop opportunities to drive... 
    Senior
    Temporary work
    Work at office
    Local area
    Flexible hours

    IT Solutions LLC

    Anaheim, CA
    5 days ago
  •  ...America, Inc. in Los Alamitos, CA is seeking a dynamic Product Manager to drive strategy, develop product plans, and lead the lifecycle...  ...with Seiko Epson and cross-functional teams to meet business goals. The role emphasizes market analysis, strategic planning,... 
    Senior

    Epson America Inc.

    Los Alamitos, CA
    5 days ago
  •  ...Continuous Threat Exposure Management (CTEM). The HackerOne Platform...  ..., and accountability. Senior Account Executive, Enterprise...  ...critical role in expanding our business by helping organizations modernize...  ...will own strategic customer relationships from prospecting through... 
    Senior
    Apprenticeship
    Local area
    Remote work
    Shift work

    GrabJobs

    Fullerton, CA
    5 days ago
  •  ...role involves identifying and cultivating relationships with public safety agencies,...  ...Sales & Client Development Generate new business and maintain existing accounts through proactive...  ...vehicles and customization options. Manage the full sales cycle from lead generation... 
    Base plus commission
    Work at office
    Local area

    Emergency Vehicle Group, Inc.

    Anaheim, CA
    19 days ago
  • $260k - $300k

     ...Job Title: Senior Account Executive, Enterprise Job Type: Full...  ...of engineers, senior IT and business executives within key accounts...  ...for building and managing a sales pipeline cross selling...  ...record of building positive relationships with peers and others within... 
    Senior
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    GrabJobs

    Garden Grove, CA
    2 days ago
  • $95k - $105k

     ...ready to take your career global? The Senior Business Development Executive to lead partner...  ...and company-driven campaigns. Build and manage a pipeline of prospective partners,...  ...signed agreement. Identify and cultivate relationships with ERP platforms and vertical... 
    Senior
    Work at office
    Worldwide
    3 days per week

    Global Payments

    Anaheim, CA
    3 days ago
  • $32.5 - $36 per hour

     ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will...  ...to empower you in building a thriving business that fosters prosperity for both you...  ...-paced environment independently while managing multiple priorities. \n Proficient... 
    Senior
    Local area

    Intuit

    Garden Grove, CA
    5 days ago
  • RTX's Collins Aerospace team in Santa Fe Springs, CA is seeking an Analyst, EH&S Generalist to design, develop and oversee EH&S programs ensuring regulatory compliance and safe operations. The role reports to the Regional EH&S Director and involves onsite work with occasional...
    Senior

    RTX

    Santa Fe Springs, CA
    4 days ago
  •  ...Job Description Job Description Build Relationships. Win Projects. Grow a Market.   NSVIT is one of Southern California...  ...As our company continues to grow, we're looking for a Senior Business Development Manager who already understands the commercial construction... 
    Senior
    Contract work
    For contractors

    NSVIT

    Anaheim, CA
    19 days ago
  • Bank of Hope in La Habra, CA is seeking an Operations Manager to oversee the branch's daily operations, ensure compliance with banking policies and regulatory requirements, and support exceptional customer service. You will supervise tellers and staff, optimize workflows... 
    Senior

    Bbcnbank

    La Habra, CA
    2 days ago
  • $69k - $136.6k

     ...to leverage your technical expertise and business acumen to drive growth for large...  ...navigate high-level technical and executive relationships will be instrumental in achieving Spectrum...  ...contracts with CEO and CTO-level executives and manage the sales cycle from prospecting through... 
    Work at office
    Local area
    Visa sponsorship

    Spectrum Charter

    Cerritos, CA
    1 day ago
  • Southern California Edison is seeking a Business Operations, Senior Specialist to support the Asset Management PMO by maintaining portfolio governance, tools, documentation, and workflows that drive effective project execution. You will analyze business challenges, develop... 
    Senior
    Remote work

    Southern California Edison

    Westminster, CA
    1 day ago
  • $168.2k - $205.4k

    The Senior Manager, Learning Strategy leads the development and execution of learning strategies...  ...critical capabilities and support business priorities across Disney Experiences....  ...communication, facilitation, influencing, and relationship-management skills.Demonstrated ability... 
    Senior
    Work at office

    Disney Interactive

    Anaheim, CA
    3 days ago
  • $140k - $170k

     ...Job Description Job Description SENIOR ELECTRICAL COMPLIANCE ENGINEER OWN THE CERTIFICATION PATH FOR A SCALING CLEAN-ENERGY PLATFORM...  .... Hands-on ability to review electrical designs—not simply manage the certification process. Working knowledge of North... 
    Senior

    TriSearch

    Cypress, CA
    11 days ago
  • $124k - $135k

    DescriptionJob Summary: The Senior Manager of Enterprise Data Systems Process Development is an executive-facing technical leadership role...  ..., and advancing enterprise data systems that enable scalable business process transformation, operational intelligence, and... 
    Senior
    Full time

    RAVE Aerospace

    Brea, CA
    2 days ago
  • Join the Clean Energy RevolutionBecome a Business Operations, Senior Specialist at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll support the Asset Management Project Management Office by maintaining portfolio and governance processes... 
    Senior
    Remote work

    Edison International

    Westminster, CA
    2 days ago
  •  ...accounting industry. If you are looking for a Senior Tax Manager role, we can connect you with a very...  ...firm focuses heavily on family-owned businesses, working closely with individual...  ...and maintain strong client relationships as the primary point of contactMentor... 
    Senior
    Remote work
    3 days per week

    Workforce Solutions, LLC

    Brea, CA
    19 days ago
  •  ...innovators, program and construction managers and other professionals...  ...Client Account Manager/Senior Project Manager - Environmental...  ...account management to support business growth and client engagement....  ...existing book of clients, strong relationship management skills, and a deep... 
    Contract work
    Work at office
    Local area
    Worldwide
    Flexible hours

    AECOM

    Orange, CA
    2 days ago
  • $122.36k - $186.64k

    We are seeking an experienced aerospace Senior Manager, FAA Regulatory Compliance Engineer to lead the critical activities that ensure...  ...communication and interpersonal skills, capable of fostering positive relationships with team members, stakeholders, and clients.Demonstrate... 
    Senior
    Permanent employment
    Full time
    Work at office

    Virgin Galactic

    Tustin, CA
    2 days ago
  • $190k - $240k

     ...among our team members.Who You Are:As a Senior Director at PRP, you are a solution...  ...team environment. From your background in management consulting, you will leverage your critical...  ...of urgency via:• Building meaningful relationships with C Suite executives• Identify and... 
    Senior
    Summer holiday
    Work at office
    Immediate start

    Profit Recovery Partners

    Santa Ana, CA
    3 days ago
  • $71.7k - $129.5k

     ...Job Overview The Account Executive, Business Team Sales role at T-Mobile is designed...  ...passionate about building stellar customer relationships and bringing T-Mobile's unmatched...  ...cold calling, and networking under sales manager supervision. Customer needs: selling... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Santa Ana, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Business Banking Relationship Manager (LO). Be the first to apply!