Job Details

Branch Small Business Banker (SAFE)

  2025-09-30     Wells Fargo     San Luis Obispo,CA  
Description:

Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment. Carry out business banking focused functions over the phone. Present recommendations for resolving more complex situations. Provide information to colleagues, internal partners, and stakeholders, including customers. Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500 k and $2 MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank. Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can...Business, Banker, Relationship Manager, Financial, Benefits


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