Job Details

Branch Small Business Banker (SAFE)

  2026-01-28     Wells Fargo     Santa Rosa,CA  
Description:

Manage and grow a portfolio of low to moderately complex business clients; typically, $500 K to $2 MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner. Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations. Develop strong understanding of each clients goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures. Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital to...Business, Banker, Relationship Manager, Customer Service, Financial, Benefits


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