growthroles

Senior Business Banking Relationship Manager (LO)

Wf Open · verified Sep 25, 2026
Tampa Full-time Senior Account Management

At a glance

Senior Account Management role at Wf. Tampa · full-time.

Pay not stated

RoleAccount Management
SenioritySenior
LocationTampa
EmploymentFull-time
PostedSep 14, 2026 · 2w ago
Role brief

growthroles summary, based on the employer's posting.

What you'll do

  • Bring in and onboard business clients through prospecting, community outreach, referrals, and local Centers of Influence
  • Grow an assigned client portfolio by expanding deposits, retaining relationships, and finding new engagement opportunities
  • Assess cash flow, collateral, operating cycles, financial statements, and credit risk before shaping lending solutions
  • Recommend credit, treasury management, and digital banking options around each client’s financial needs
  • Manage risk, present credit recommendations, and coordinate with internal teams while serving clients in the assigned market

What you bring

  • At least four years of banking experience, or equivalent experience, training, military service, or education
  • At least two years sourcing or managing portfolios for clients with annual revenue between two and twenty-five million dollars
  • At least three years in business-to-business sales, plus demonstrated ability to evaluate credit and financial statements
  • Strong knowledge of deposit and cash management offerings, with effective communication and relationship-building skills
  • A current credit report and successful completion of required regulatory, financial responsibility, character, and background checks

Who this fits

You’ll suit a senior relationship manager role centered on business clients, portfolio growth, credit judgment, and local-market prospecting. The position is based in Tampa and requires visits to customers and prospects across the assigned market. It is not eligible for visa sponsorship and carries Loan Originator regulatory requirements.

From the employer

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 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 referrals
  • Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
  • Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
  • Manage a moderately complex book of business
  • Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
  • Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
  • Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
  • Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
  • Present credit recommendations and financial strategies to clients and internal stakeholders
  • Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
  • Tailor solutions to client operating cycles, cash flow needs, and strategic goals
  • Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
  • Engage financial decision-makers with proactive communication and responsive service
  • Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
  • ·Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care
  • 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 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 $2mm - 25mm in annual revenue
  • 3+ years of experience in business-to-business sales
  • Demonstrated credit acumen, including the ability to analyze financial statements, cash flow, repayment capacity, and understand credit risk
  • 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
  • Established network in the local market
  • A BS/BA degree or higher

Job Expectations:

  • 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.
  • Position will be responsible for visiting customers and prospects outside of the office location within an assigned market/geography
  • This position is not eligible for visa sponsorship

Posting Location:

  • 100 S Ashley Dr, Tampa, FL

Posting End Date:

13 Oct 2026

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.

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