At Wells Fargo, our vision is to satisfy our customers’ financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities.
Identifies, acquires, and grows new relationships with business customers who have annual gross sales of up to $5MM. Creates opportunities and partners with Regional Business Relationship Managers to discuss appropriate business products and services and onboard customers. Increases Wells Fargo relevance to customers and positions Wells Fargo Business Banking and product partners for new business opportunities through consistent marketing efforts and delivery of value added ideas. Partners with market leadership to develop strategies and to lead marketing efforts in a defined territory. Assists with processes including identification of new customers and customer acquisition prioritization, initial customer contact and follow up strategies, identification of products and services to meet customer's needs, proposal development, and overall management of new customer acquisition including onboarding.
This position will partner with Regional Business Relationship managers and other partners to ensure a smooth customer transition which consists of acquiring and onboard customers to the appropriate business relationship channel for ongoing management. Identifies additional product opportunities by developing partnerships with regional managers and product partners to deliver the full complement of Wells Fargo products and services. Represents Wells Fargo at community events. Prospective customers will be primarily self-sourced or come from external referral sources, including Centers of Influence. May also work with other partners such as retail branches, Private Bank, Wealth Management, Wholesale, and other bank partners to obtain additional opportunities to meet the customer's needs. The majority of time (70%+) will be spent engaging in outbound activities outside of the office. Responsible for all phases of the customer service and sales life cycle including lead generation, utilization of relevant systems, following applicable policies, leveraging product knowledge, assessing credit worthiness of prospects, and facilitating communication between the Regional Business Relationship team and customer.
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.
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates.Required Qualifications
CA-El Segundo: 2141 Rosecrans Avenue - El Segundo, CA
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.