Talent.com
WELLS FARGO BANK
Senior Small Business Banking Relationship Manager (LO)WELLS FARGO BANK • RANCHO CUCAMONGA, California, United States of America
Senior Small Business Banking Relationship Manager (LO)

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANK • RANCHO CUCAMONGA, California, United States of America
30+ days ago
Salary
$75,000.00–$114,000.00 yearly
Job type
  • Full-time
Job description
About this role:

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & 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:
  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
  • Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
  • Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
  • Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
  • Engage in prospect activities and employ contact strategies focused on generating new small business relationships
  • Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
  • 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
Required Qualifications:
  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
  • Strong knowledge of deposit and cash management products and services
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
  • Ability to balances needs of clients with associated risks and interests of Wells Fargo
  • 3+ years of experience in business-to-business sales
  • Established network in the local market
  • Knowledge and understanding of financial services industry
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • A BS/BA degree or higher
Job 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 necessary
Posting Locations:
  • 4240 E 4th St ONTARIO, CA 91764
  • 10540 Foothill Blvd Ste 110 RANCHO CUCAMONGA, CA 91730
  • 14307 Baseline Ave FONTANA, CA 92336
  • 12273 Highland Ave Ste 138 RANCHO CUCAMONGA, CA 91739
**Required locations listed above. Relocation assistance is not available for this position.**

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$75,000.00 - $114,000.00
Benefits

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 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
Posting End Date:
28 Nov 2025
* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells 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 Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells 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.

Create a job alert for this search

Senior Small Business Banking Relationship Manager (LO) • RANCHO CUCAMONGA, California, United States of America

Similar jobs

Premier Relationship Manager

East West BancorpIrvine, CA, United States
Full-time

We are currently seeking for a high professional to join our team as a Premier Relationship Manager.As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier ... Show more

 • Promoted

Business Development Associate

Mutual of Omaha MortgageIrvine, CA, United States
Full-time

Business Development Associate.Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other.We exist for the benefit of our customers and ... Show more

 • Promoted

Relationship Manager 1

Farmers and Merchants Bank of Long BeachLaguna Hills, CA, United States
Permanent

Relationship Manager 1 Commercial Real Estate (CRE).The Relationship Manager 1 Commercial Real Estate (CRE) is a lender-focused role responsible for supporting the growth and ongoing management of ... Show more

 • Promoted

Business Relationship Manager Senior Deepening - Vice President

JPMorgan ChaseUpland, CA, United States
Full-time

Business Relationship Manager Senior.If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for ... Show more

 • Promoted

Relationship Manager

Community BankUpland, CA, United States
Full-time

Exact compensation may vary based on skills, experience and/or education, and location.This position is also eligible for an annual bonus.The Relationship Manager is responsible for managing a port... Show more

 • Promoted

Sr Relationship Manager

Columbia BankIrvine, CA, United States
Full-time

Middle Market Banking Relationship Manager.Serves as the key banking relationship manager for assigned middle market client relationships.Accountable for prospecting new business and working with C... Show more

 • Promoted

Deposit Relationship Manager Team Lead (Treasury)

United Business BankIrvine, CA, United States
Full-time

Deposit Relationship Manager Team Lead (Treasury).Salary Level Management Position Type Full Time.Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment... Show more

 • Promoted

Client Relationship Consultant 2 (Banker) - Haven Ave Vons - Racho Cucamonga, CA (27hrs)

U.S. BankRancho Cucamonga, CA, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Relationship Manager - VP to SVP level - All Locations

American Business BankCorona, CA, United States
Full-time

Makes and services all types of business and individual loans and lines of credit, both secured and unsecured.Calls on potential or existing customers to develop new business and increase or retain... Show more

 • Promoted

Business Banking Relationship Manager II (Ontario)

Fifth Third BancorpOntario, CA, United States
Full-time

Business Banking Relationship Manager II.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth ... Show more

 • Promoted

Small Business Specialist 3 - Montclair, CACategorySales & Relationship ManagementJob

US BankMontclair, CA, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Senior Commercial Banker or a Commercial Banker II

Tri Counties BankIrvine, CA, United States
Full-time

Senior Commercial Banker Or Commercial Banker II.Come join a company you can be proud to represent.The hiring range for this opportunity is $120,000 to $170,000 annual salary along with incentive o... Show more

 • Promoted

Relationship Manager

California Bank of Commerce, N.A.Irvine, CA, United States
Full-time

Relationship Manager/h2pThe Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real... Show more

 • Promoted

Lending Sales Manager (Remote - Dallas, San Antonio or Phoenix)

ZippyMission Viejo, CA, United States
Remote
Full-time

Borrower Success ManagerZippy was founded with one mission :to make getting a loan for a manufactured home simple, fast, and fully online.We believe modern manufactured homes are affordable, well-b... Show more

 • Promoted

Sr Private Bank Relationship Manager

Columbia BankIrvine, CA, United States
Full-time

Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated indiv... Show more

 • Promoted

Loan Disbursement Specialist

Zions BankIrvine, CA, United States
Full-time

Loan Disbursement Specialist/h2pZions Bancorporation is one of the nations premier financial services companies operating as a collection of great banks under local brands and management teams in h... Show more

 • Promoted

Relationship Manager

EBizChargeIrvine, CA, United States
Full-time

Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati... Show more

 • Promoted

Client Relationship Consultant 2 (Banker) - Alta Loma, CA (35hrs)

U.S. BancorpRancho Cucamonga, CA, United States
Full-time

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while... Show more

 • Promoted

Wealth Relationship Manager SAFE ACT - Upland

CitigroupUpland, CA, United States
Full-time

Wealth Relationship Manager SAFE Act - Upland.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, ... Show more

 • Promoted

Sr Client Relationship Manager, Employee Benefits - IAS, West

BaldwinIrvine, CA, United States
Full-time

Senior Client Relationship Manager (Sr.The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Managem... Show more