business banking relationship manager

Wells Fargo

<div><b>About this role:</b><br>
<br>
Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small &amp; Business Banking Team. This role will support customers <b>in an assigned local</b><b> market </b>by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at <b>wellsfargojobs.com.</b><br>
<br>
<b>In this role, you will:</b><ul><li>
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios</li><li>
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</li><li>
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</li><li>
Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk</li><li>
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</li><li>
Engage in prospect activities and employ contact strategies focused on generating new small business relationships</li><li>
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</li><li>
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</li></ul><b>
Required Qualifications:</b><ul><li>
4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul><b>
Desired Qualifications:</b><ul><li>
2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
</li><li>Strong knowledge of deposit and cash management products and services</li><li>
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally</li><li>
Ability to balances needs of clients with associated risks and interests of Wells Fargo</li><li>
3+ years of experience in business-to-business sales</li><li>
Established network in the local market</li><li>
Knowledge and understanding of financial services industry
</li><li>Excellent verbal, written, and interpersonal communication skills</li><li>
Intermediate Microsoft Office skills</li><li>
A BS/BA degree or higher</li></ul><b>
Job Expectations:</b><ul><li>
Position will be responsible for visiting customers and prospects outside of the branch location with an assigned market/geography.</li><li>
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</li></ul><b>
Posting Location:</b><ul><li>
1000 Louisiana St. Houston, TX 77002</li></ul><b>
Posting End Date:</b>
<br>
22 Sep 2025<br>
<b>*Job posting may come down early due to volume of applicants.</b>
<br>
<br>
<b>We Value Equal Opportunity</b><br>
<br>
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.<br>
<br>
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.<br>
<br>
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.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Senior Small Business Banking Relationship Manager (LO)

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
&#65279;If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
</p><p>As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.</p><p><b>
Job Responsibilities</b></p><ul>
<li>Acquire, manage, and retain a portfolio of 70 &ndash; 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000</li>
<li>Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses</li>
<li>Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio</li>
<li>Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed</li>
<li>Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships</li>
<li>Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs</li>
<li>Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements</li></ul><p><b>
Required qualifications,</b><b> capabilities, and skills</b></p><ul>
<li>Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience</li>
<li>General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market</li>
<li>Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners</li>
<li>Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently</li>
<li>Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients&rsquo; behalf and follow through with commitment</li>
<li>Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint</li></ul><p><b>
Preferred qualifications,</b><b> capabilities, and skills</b></p><ul>
<li>Bachelor&rsquo;s degree in Finance or related field or equivalent work experience</li>
<li>Strong current business network</li></ul>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.</div></div>

Business Relationship Manager I- Officer

HSBC

<div></div><div><div><div><div><div><div><div><div><div><div>Job description
</div><div><p><b>Director, Private Banking &ndash; Relationship Manager, ADGM (0000LFJE)</b></p><p>
Some careers have more impact than others.<br>
If you&rsquo;re looking for a career where you can make a real impression, join HSBC and discover how valued you&rsquo;ll be.</p><p>
HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world&rsquo;s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.</p><div>
This role is under our Global Private Banking (GPB), Arab and Emirati Clients business. The job holder will be responsible for contributing to the growth and expansion of the client base in the MENA region. This role requires intensive and well-established networking skills with a deep understanding of the private banking sector and the ability to cultivate and develop strong relationships with Ultra and high-net-worth individuals and families.<br>
In this role, you will:<br>
<ul><li>Be in charge of managing and developing a client&rsquo;s portfolio, participating in the Team&rsquo;s organization and ensuring appropriate administrative support</li><li>Provide full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services</li><li>Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network</li><li>Establish new relationships and manages existing relationship to generate new AUM and Revenue</li><li>Co-operate with platform manager to clear pending items, improve quality and resolve problems</li><li>Ensure client&rsquo;s objectives are met through an appropriate selection of products within the client portfolio</li><li>Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.</li></ul></div>
</div></div></div></div></div><div><div><div><div><div>Requirements
</div><div><div>To be successful in the role, you should meet the following requirements:<br>
<ul><li>Graduation degree is a must to secure a UAE Visa and Work Permit.</li><li>Extensive experience in relationship management experience within the banking sector</li><li>Proven track record in asset gathering, asset growth and revenue generation</li><li>Fluency in Arabic is a must.</li><li>Excellent commercial and negotiation skills</li><li>Highly developed communication skills for use in direct client contact and problem solving</li><li>Ability to provide strong financial and statistical analysis.</li><li>Strong customer service focus</li><li>Attention to detail and the ability to think creatively to solve problems</li><li>Excellent understanding of financial markets and products</li></ul></div><p>
For further details and application information please visit our careers site, searching under reference number 0000LFJE.</p><p>
You&rsquo;ll achieve more at HSBC.<br>
www.hsbc.com/careers<br>
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.<br>
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.</p><p>
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</p></div></div></div></div></div></div></div></div></div></div><p></p>

Director, Private Banking - Relationship Manager ADGM

Housing Bank

<div>
 Key Roles &amp; Responsibilities :
 <br/>
 <br/>
 Support Corporate Banking Relationship Managers in their daily tasks and customers transactionsProvide support to key relationship managers in managing and following up on customers' credit portfolio.Review and evaluate the credit portfolio periodically to mitigate financing risks within the CBB's and the bank's credit policies.Prepare studies, memoranda, and credit approval forms for all types of facilities (direct and indirect)
 <br/>
 Review appropriate recommendations and conduct necessary follow-ups to mitigate associated risks and enhance the bank's profitability.Analyze financial statements of new and existing customers and prepare credit recommendations.Analyze clients' financial statements and prepare detailed financial reports.Assess credit risks and prepare financing and credit recommendations.Review periodic financial statements and compare them with previous projectionsProvide support in preparing economic feasibility studies and reviewing cash flow statements, original and alternative payment sources, and other details of the credit note.Ensure all credit files are up-to-date and contain all required documentation.Monitor loan and credit facility repayments to ensure compliance with agreed payment schedules.Support key relationship managers in ensuring that credit studies and memos comprehensively address credit demand, objectives, and conditions in compliance with the bank&rsquo;s policies and guidelines.Coordinate with concerned authorities regarding syndicated loans (for accounts managed from the Bahrain branch) to obtain necessary approvals, prepare and sign contracts, activate the loan on the system, and conduct required follow-ups.Contribute in proposing of appropriate financing structures, repayment terms, and risk assessments for requested financing.Assist in coordinating with all stakeholders to align on credit recommendations and resolve disagreements where possiblePerform any tasks assigned by the line manager or regional manager.Participate in risk assessments (financial, market, and management risks&hellip;etc), evaluating liquidity, profitability, cash flow, and economic feasibility, and make suitable recommendationsSupport relationship managers in reviewing the adequacy of collateral/guarantees to ensure risk coverage and protection of the bank&rsquo;s interests.Assist relationship managers in identifying inconsistencies between credit recommendations and the bank&rsquo;s policies, procedures, and regulatory requirements (in Bahrain and Jordan).Support business development efforts by helping to attract new clients in the areas of facilities and deposits, ensuring targets across banking products are met.Coordinate with relevant departments to promote products and facilitate cross-selling initiativesAssist relationship managers in maintaining and developing client relationships through meetings, visits, and calls to understand and address financing needs.Assist in preparing financing offers for both existing and new customers according to the bank's approved instructions.Manage corporate client accounts and ensure seamless banking operations in line with approved proceduresFollow up on the updating of guarantees provided by customers and ensure their validity and continuity.Communicate with customers in the event of delays in payment and provide appropriate solutions.
 <br/>
 <br/>
 Qualifications &amp; Requirements :
 <br/>
 Practical knowledge of the general credit policy of the bank and its annexes for each region.Practical knowledge of the instructions of the Central Bank of Bahrain and the supervisory authorities in the host countries.Knowledge of legal frameworks, banking regulations, and market dynamics in host regions.Practical knowledge of credit studies, financial analysis, and economic feasibility studiesBachelor's degree in one of the business-related fields or a relevant discipline.English Language: Advanced level in both writing and speaking.Technical Skills: Proficiency in Microsoft applications, including PowerPoint, Excel, and Word
 <br/>
 <br/>
 Nationality: -
 <br/>
 Only Bahrainis and expats currently working in the Bahraini banking sector may apply
</div>


Assistant Corporate Relationship Manager / HBTF Bahrain

DBS Bank

Business FunctionCorporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.Job Purpose* To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank.* Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank.Key Accountabilities* Source New to Bank Asset relationships within IBG 4 Segment ie.
<br><br>
Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy* Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc.* Play an instrumental role in increasing the Profitability of the business* Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL.* Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 –Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio.* Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events.* To comply with the Bank’s process & policies and ensure positive ratings during all Country / Group auditsJob Duties & responsibilities* Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 25 crores to 600 crores, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team.* Cross Sell of Liability, Trade, Cash and Treasury Product actively.* To achieve the individual Budgeted revenues through all product parameters* Conduct Proper Due diligence while on-boarding New Asset* On board clients with a clear account plan highlighting the revenue potential, risks and mitigants.* Adherence to strict KYC/AML requirements.* MIS to be provided to the central team for further reporting, within the stipulated guidelines.* Timely Completion of Learning Programs as assigned by DBS for time to time* To comply with the Bank’s process & policies.* To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA’s, Influencer’s and Industry association to be updated on the current market practice and local intelligence.* To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval.Requirements* Overall 3- 7 years of experience in sales.* 2-3 years of sales experience in SME/Business Banking Lending.* Proven sales track record in asset business in the SME/Business Banking segment.* Knowledge of competitors and market place* Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred.Education / Preferred Qualifications* Overall 3- 7 years of experience in sales.* 2-3 years of sales experience in SME/Business Banking Lending.* Proven sales track record in asset business in the SME/Business Banking segment.* Knowledge of competitors and market place* Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred.Core Competencies* Excellent Communication & Listening Skills, Good Sales & Negotiation Skills.Technical Competencies* Working Capital Finance KnowledgeWork Relationship* Manager /Direct ReportApply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Analyst, Relationship Manager, Credit Program Medium, Small Medium Enterprises

<div><b>Why Wells Fargo:</b><br>
<br>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces &quot;to grow your career&quot; in the U.S. Join us!<br>
<br>
<b>About this role:</b><br>
<br>
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small &amp; Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.<br>
<br>
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.<br>
<br>
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.<br>
<br>
<b>In this role you will:</b><ul><li>
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:</li><li>
Participate in building relationships with customers and spend time understanding required needs</li><li>
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs</li><li>
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers</li><li>
Present recommendations for resolving inquiries and service requests regarding customers' accounts</li><li>
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers</li><li>
Provide information to internal partners and external sources to further enhance the customer experience</li><li>
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs</li><li>
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs</li><li>
Provide self-service digital banking options to customers</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul><b>
Required Qualifications:</b><ul><li>
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience</li><li>
1+ year of building and maintaining effective relationships with customers and partners</li></ul><b>
Desired Qualifications:</b><ul><li>
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li><li>
Customer service focus with experience handling transactions across multiple systems</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Strong verbal, written, and interpersonal communication skills</li><li>
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business</li><li>
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs</li><li>
Ability to make client calls and actively participate in the sales development process</li><li>
Knowledge and understanding of retail compliance controls, risk management, and loss prevention</li><li>
Ability to follow policies, procedures, and regulations</li><li>
High motivation with ability to successfully meet team objectives while maintaining individual performance</li><li>
Experience mentoring and peer- coaching</li><li>
Experience assessing customer needs and recommending products/services to fulfill those needs</li><li>
Experience using business acumen to provide financial services consultation to small business customers</li><li>
Knowledge and understanding of financial services consumer lending products</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to interact with integrity and professionalism with customers and employees</li></ul><b>
Job Expectations:
</b><ul><li>Ability to work a schedule that may include most Saturdays</li><li>
Adherence to Wells Fargo sales practices risk management culture</li><li>
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
</li><li>For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment</li><li>
State Insurance license(s) are required for this role and must be completed within a specified period</li><li>
Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance</li><li>
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance</li><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position</li><li>
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</li><li>
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</li><li>
This position is not eligible for Visa sponsorship</li></ul><b>
Compensation: $49,920 - $72,800</b><br>
<br>
<b>Locations:</b><ul><li><b>
Waco Main: 300 Franklin Ave WACO, TX 76701
</b></li><li><b>Waco Wooded Acres: 1105 Wooded Acres Dr WACO, TX 76710
</b></li><li><b>Hewitt Woodway: 8900 W Hwy 84 WACO, TX 76712
</b></li></ul><b>Posting End Date:</b>
<br>
30 Sep 2025<br>
<b>*Job posting may come down early due to volume of applicants.</b>
<br>
<br>
<b>We Value Equal Opportunity</b><br>
<br>
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.<br>
<br>
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.<br>
<br>
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.<br>
<br>
<b>Applicants with Disabilities</b><br>
<br>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .<br>
<br>
<b>Drug and Alcohol Policy</b><br>
<br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.<br>
<br>
<b>Wells Fargo Recruitment and Hiring Requirements:</b><br>
<br>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.<br>
<br>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Relationship Banker LP Waco

UMB Financial Corporation

<div><div>BUSINESS BANKING RELATIONSHIP OFFICER II</div><div>
As one of UMB&rsquo;s leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business Banking loan portfolio, and selling other related revenue generating services to clients. The team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial and Industrial and Practice Finance relationships throughout its life &ndash; developing meaningful connections with leadership of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.</div><div></div><div>
As the Business Banking Relationship Officer, you will be selling bank products and services to companies with annual revenues typically between $1mm-$20mm. These products and services are Commercial &amp; Industrial, Practice Finance and Payment Technology solutions that will entice prospective companies to award new business to UMB. You will engage and build relationships in the community with Business Owners, CFOs, CEOs, and Controllers. You will also manage existing business, maintaining relationship profitability &amp; portfolio risk, and the profitable growth of the portfolio including loans, deposits, &amp; fee income. You have the ability to help clients achieve their financial dreams, streamline business processes and help them better understand their working cash flow needs.</div><div></div><div>
Working at UMB is about our internal collaborative spirit, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and being valued not only for the work that you do, but also for the person you are. You are encouraged to bring your thoughts to the table, no matter the role that you are in.</div><div></div><div>
How you&rsquo;ll spend your time:</div><ul><li><div>
You will utilize your networking abilities in the community by participating in community and professional activities in order to enhance UMB&rsquo;s image and brand to build new business</div></li><li><div>
You will utilize your credit skills to qualify companies eligible for loan business while managing the overall credit quality of assigned portfolio to ensure the loan quality</div></li><li><div>
You will utilize your negotiation skills to negotiate loan proposals, analyze &amp; evaluate credit requests &amp; write loan commitments, for presentation to underwriter or loan committee for loan approval</div></li><li><div>
Utilizing your communications skills, you will serve as the primary contact for all financial services to individual Business Banking clients with the bank to ensure retention of business</div></li></ul><div></div><div>
We&rsquo;re excited to talk with you if:</div><ul><li><div>
You have a bachelor&rsquo;s degree or equivalent work experience of 5+ years in a commercial lending role</div></li><li><div>
You have demonstrated experience in sales to small businesses, credit knowledge, and credit underwriting knowledge</div></li><li><div>
You have strategic industry sales knowledge, and marketing abilities to those industries</div></li></ul><div></div><div>
Compensation Range:</div>
$63,830.00 - $136,580.00<div></div><div><i>
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information</i></div><div></div><div>
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.</div><div></div><div>
Are you ready to be part of something more?<br>
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.</div><div></div><div><i>
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to </i><div><i>talentacquisition@umb.com</i></div><i> to let us know the nature of your request.</i></div><div></div><div><i>
If you are a California resident, please visit our </i><div>Privacy Notice for California Job Candidates</div><i> to understand how we collect and use your personal information when you apply for employment with UMB.</i></div></div>

Business Banking Relationship Officer II

Search 10000+ Business banking relationship manager jobs near you this September. New roles added regularly across leading industries. Apply today.