business banking relationship manager

البنك التجاري الدولي

<div></div><div><div>Description<div></div> 
Budget
1. Grow current business, maximize customer penetration, and meet set business plan through conducting sales meetings with targeted clients in designated branches in coordination with the Commercial &amp; BB District Head to ensure smooth business transfer and proper hand over process
2. Attract new Business banking companies to maximize Bank&rsquo;s liabilities, assets, and trade finance as well as cross selling CIB&rsquo;s affiliates
3. Offer Business Banking products to targeted customers based on their size and segment to best suit their needs
Service Quality
4. Respond and follow up on sales inquiries for targeted clients to comply with the set level of service &amp; ensure customer satisfaction
5. Handle customers&rsquo; complaints properly, directs them to the relevant channels and recommends solutions to evade re-occurrence and ensure they are closed within the set TAT
6. Responsible for the continuous update of the Business Banking customer data &amp; KYC to develop &amp; improve the database with the support of the Commercial &amp; BB Service Representative
Reports / Analysis
7. Report inflows and outflows of the Business Banking companies on daily basis to monitor performance against set budgets, and plan for any rectification if needed
8. Prepare Call Memos for current business banking customers to report their market situation frequently through site visits, phone calls and checking the suppliers and buyers&rsquo; lists
Policies, Processes and Procedures
9. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner
Day-to-day management
10. Follow the day-to-day operations related to own jobs in the Commercial &amp; BB Distribution department to ensure continuity of work
Compliance
11.Complies with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks<div> 
</div></div><div>
Qualifications<div></div> 
Qualifications &amp; Experience
&sect; Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting or its equivalent. Preferably, MBA holder
&sect; Minimum 4 years of relevant experience for Relationship Manager and minimum 5 years of relevant banking experience for Senior Relationship Manager
&sect; Good command of English and Arabic languages
&sect; Must be capable of using basic computer software such as Office, Internet and email
&sect; Business Banking RM has to pass successfully the SEMP exam to be promoted to Business Banking Senior RM.
Skills
&sect; Selling skills
&sect; Customer centric
&sect; Quantitative and qualitative analytical skills
Excellent Communication and negotiation skills<div> 
</div></div><div>
Primary Location: Egypt-Giza-NADI EL SEID BRANCH</div><div>
Work Locations: NADI EL SEID BRANCH</div><div>
Job: Front Liner</div><div>
Organization: RETAIL &amp; COMMERCIAL BANKING</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

BUSINESS BANKING RELATIONSHIP MANAGER (PAYROLL)

Wells Fargo

<div>About this role:
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:<ul><li>
Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals</li><li>
Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development</li><li>
Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion</li><li>
Manage a moderately complex book of business</li><li>
Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities</li><li>
Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines</li><li>
Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles</li><li>
Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed</li><li>
Present credit recommendations and financial strategies to clients and internal stakeholders</li><li>
Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools</li><li>
Tailor solutions to client operating cycles, cash flow needs, and strategic goals</li><li>
Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes</li><li>
Engage financial decision-makers with proactive communication and responsive service</li><li>
Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence</li><li>
Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care</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> 
Required Qualifications:<ul><li>
4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul> 
Desired Qualifications:<ul><li>
2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 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>
Job Expectations:<ul><li>
Position will be responsible for visiting customers and prospects outside of the office location within 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>
Posting Location:<ul><li>
5000 Louetta Rd Spring, TX 77379</li></ul>
**Preferred location listed above. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.**
Posting End Date:
15 Jul 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
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&rsquo;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.</div>

Senior Business Relationship Manager (LO)

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;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 &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;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&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
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.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
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.
In this role you will:<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>
Required Qualifications:<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>
Desired Qualifications:<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>
Job Expectations:
<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>
Posting End Date:
18 Jun 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
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&rsquo;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.</div>

Relationship Banker - Birmingham, AL

Mashreq

<div>
 Job Purpose:
 
 The Virtual Relationship Manager (VRM) will be serving as the key digital bridge between the bank and its SME clients. The role involves driving proactive client engagement, overseeing seamless onboarding and post-onboarding support, and ensuring tailored financial solutions, will be accountable for his own performance, client satisfaction, and revenue growth, while ensuring compliance and fostering a customer-centric, tech-driven digital banking experience.
 
 Key Result Areas:
 
 Virtual Relationship Managers (VRMs) are pivotal in driving customer-centric growth and loyalty through regular client interactions, below provided are the key focus areas for the VRM&rsquo;s
 
 - Lead Management &amp; Drop-off Handling (New Acquisition)
 
 - Managing NSTP Scenarios
 
 - Assisted client onboarding
 
 - Client Servicing &amp; Complaints Handling
 
 - Cross-Sell (within 3 MOB)
 
 Knowledge, Skills &amp; Experience:
 
 &bull; Strong sales knowledge &amp; market trends/investments/ Financial Market Knowledge.
 
 &bull; Strong Interpersonal skills and cultural sensitivity
 
 &bull; Relationship Management &amp; Networking skills. Extrovert/Amiable personality
 
 &bull; At least 5-7 years&rsquo; experience in a similar job.
 
 &bull; Self-Motivated and positive attitude.
 
 &bull; Analytical and numeric skills.
 
 &bull; Problem resolution skills.
 
 &bull; Ability to work under pressure and think on his/er feet.
 
 &bull; Dynamic, result-oriented approach to work.
</div>

Virtual Relationship Manager - NeoBiz (Mashreq Bank Pakistan Limited)

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;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 &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;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&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.
Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.
In this role you will:<ul><li>
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships</li><li>
 Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments</li><li>
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.</li><li>
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.</li><li>
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes</li><li>
The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.</li></ul>
Required Qualifications:<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>
Desired Qualifications:<ul><li>
Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience</li><li>
Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments</li><li>
Experience assessing needs and recommending products and services for consumer and business customers</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency</li><li>
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others</li><li>
1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments</li><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></ul>
Job Expectations:
<ul><li>Ability to work a schedule that will include most Saturdays</li><li>
This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also 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. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations.</li><li>
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.</li><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Locations:
118 Amelon Square Madison Heights, VA24572
114 Moses Avenue Appomattox, VA 24522
17967 Forest Road Forest, VA 24551
2304 Langhorne Road Lynchburg, VA 24501
3408 Candlers Moutain Road Lynchburg, VA 24502
21513 Timberlake Road Lynchburg, VA 24502
Posting End Date:
13 Jul 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
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&rsquo;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.</div>

Relationship Banker- Lynchburg Area

COASTAL STATES BANK

<div>Position Summary:
The Relationship Banker II (RB II) is responsible for delivering exceptional client service while performing advanced account servicing, digital banking support, and basic business account management. The RB II expands into more complex account maintenance, fraud prevention, and digital problem-solving, while continuing to demonstrate operational excellence, compliance, and the Core Values of Coastal States Bank: Character, Commitment, Service, Trust, and Community. 
 
Position Focus Areas:
Client Experience &amp; Service Excellence
<ul><li>Uphold CSB Consistent Client Service Standards e.g., greet and acknowledge every client timely both walk-in and telephone; communicate clear expectations; offer refreshments and ensure the coffee bar is clean and stocked.
</li><li>Provide knowledgeable support across all CSB products and services, including Online Banking, Mobile Deposit, Zelle, Digital Wallet, and Card Hub.
</li><li>Answer all incoming calls by the third ring and provide timely follow-up on unresolved issues.
</li><li>Assist clients with opening, maintaining, and closing accounts (DDA, Savings, Money Market, Safe Deposit Boxes).
</li><li>Issue, activate, and support debit cards (in-branch printing or ordered by mail); educate clients on digital card management.
</li><li>Process address changes across applicable systems and coordinate with support teams for special account types (IRA, loan).
</li><li>Process Stop payments.
</li><li>Place check orders for both Consumer and Business Accounts 
</li></ul> 
Teller &amp; Transaction Processing
<ul><li>Perform daily teller functions: deposits, withdrawals, loan payments, Cashier&rsquo;s checks, internal transfers, foreign currency exchange, and savings bond redemptions.
</li><li>Maintain and balance cash drawer within established limits; promptly resolve outages.
</li><li>Process night drop and mail deposits in compliance with procedures.
</li><li>Ensure compliance with all KYC and BSA guidelines, including proper ID verification.
</li><li>Work within approved limits for check cashing, counter checks, and client/non-client transactions.
</li><li>Process Reg CC holds on deposits as needed.
</li><li>Balance and replenish ATM; order cash and prepare shipments.
</li><li>Input wire transfers when requested by clients, following both in person and exception wire procedures.
</li></ul>Security, Compliance &amp; Operational Excellence
<ul><li>Follow opening/closing branch procedures as outlined in the Branch Security Manual and Playbook.
</li><li>Adhere to all security guidelines: secure keys, lock workstations, protect client information, and uphold privacy policies.
</li><li>Maintain dual control for vault access, night drop/mail deposits, and other restricted functions.
</li><li>Complete CTRs on the same day of qualifying transactions; assist with Verafin callbacks by designated deadlines.
</li><li>Pull and review daily branch reports, including teller reconciliation, CTR logs, Lockbox and TCR Logs (if applicable).
</li><li>Participate in monthly, semi-annual, and annual audits (teller drawer, vault, debit card, safe deposit, bait money, security).
</li><li>Maintain 98%+ operational accuracy rating.
</li><li>Complete all assigned compliance and security training on time.
</li></ul>Team &amp; Community Engagement
<ul><li>Actively participate in monthly BSA/Retail calls, branch meetings, and team huddles.
</li><li>Support branch and bank initiatives, contributing to a collaborative and service-oriented culture.
</li><li>Uphold and model CSB&rsquo;s commitment to community involvement.
</li></ul>Consumer Account Opening &amp; Maintenance
<ul><li>Open consumer accounts (DDA, SAV, MMK, CDs) accurately.
</li><li>Ensure all client information is updated (address, phone, email, ID).
</li><li>Assist clients with initial onboarding: Online Banking, e-Statements, Bill Pay, Zelle.
</li><li>Issue, activate, and manage debit cards (in-branch or by mail).
</li><li>Perform account maintenance: add/remove signers, POA, beneficiaries, ownership changes, name changes.
</li><li>Ensure documentation accuracy and resolve QC exceptions in a timely manner.
</li></ul>Digital Banking &amp; Fraud Support
<ul><li>Troubleshoot and resolve issues with mobile deposit, debit card restrictions/fraud, Zelle, and Bill Pay.
</li><li>Process mobile deposit limit increases (temporary and permanent).
</li><li>Reset/unlock Online Banking passwords and MFA security questions.
</li><li>Respond to Verafin alerts in a timely manner; avoid appearing on Missing Verafin reports.
</li><li>Assist clients with fraud resolution in compliance with bank guidelines.
</li></ul>Specialized Transactions
<ul><li>Input domestic and foreign wire transfers accurately.
</li><li>Process CD closures, modeling, and transcodes.
</li><li>Process IRA openings/closures, ensuring accurate paperwork and transcodes.
</li><li>Create automatic transfers, deposit rate adjustors, and overdraft protection setup. 
</li></ul> 
Business Banking Support
<ul><li>Open non-complex business accounts (sole proprietor, single-member LLC, basic nonprofit/corporation).
</li><li>Perform basic business account maintenance (signer changes, ownership updates).
</li><li>Partner with Treasury Management and Digital Banking teams to resolve eCorp questions/issues.
</li><li>Ensure trust accounts and legal documentation are reviewed prior to account opening.
</li></ul>Critical Success Factors:
<ul><li>Client Focus: Provides exceptional, proactive service to every client.
</li><li>Operational Accuracy: Consistently maintains proficiency standards for balancing, reporting, and compliance.
</li><li>Teamwork: Actively contributes to branch success and peer support.
</li><li>Adaptability: Manages multiple priorities with professionalism and efficiency.
</li><li>Values-Driven: Demonstrates CSB&rsquo;s Core Values of Character, Commitment, Service, Trust, and Community daily.
</li></ul>Preferred Education/Experience/Software:
High school diploma or equivalent; some college preferred. Knowledge of basic math. Minimum of 2 years of Retail banking or cash handling experience is preferred. Strong interpersonal and communication skills are preferred, along with the ability to build trust and serve clients with professionalism. Detail oriented with strong organizational and critical thinking skills. Comfort with digital banking tools and ability to educate clients on their use. Knowledge of a wide range of Microsoft Office software applications is preferred. 
 
Training:
Responsible for the timely completion of all required compliance training such as BSA, Information Security, and other job specific training as assigned.
BSA Compliance: Complies as required with relevant Bank policies and procedures related to BSA, including capture of required CTR data, capture of data for Monetary Instrument Log, and review of parties against the OFAC list. Promptly informs manager and/or compliance staff of potential suspicious activities. 
 
Additional Requirements:
The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies. Proficient in operating computers and calculators with accuracy and efficiency. Must have excellent customer relation skills.
Work Environment/Physical Demands:
Professional regulated office environment with adherence to compliance, security, and operational standards. While performing the duties of this position, the team member is regularly required to operate standard office equipment. The team member is frequently required to communicate and perceive. The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to ten pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.
<ul><li>This position description has excluded the marginal or peripheral functions that are incidental to the performance of primary functions. Duties, responsibilities, and activities may change at any time with or without notice. This position description does not create an employment contract, implied or otherwise, other than an &ldquo;at will&rdquo; employment relationship.</li></ul></div>

Relationship Banker II

Simmons Bank

<div><h2 class="jobSectionHeader">It's fun to work in a company where people truly BELIEVE in what they're doing!</h2>
We're committed to bringing passion and customer focus to the business.
It&rsquo;s fun to work in a company where people truly BELIEVE in what they&rsquo;re doing!
We&rsquo;re committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic &lsquo;At Work&rsquo; events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client&rsquo;s expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
<ul><li>Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources</li><li>
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy</li><li>
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements</li><li>
 Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)&rsquo; consumer loan portfolio(s)</li><li>
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors</li><li>
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience</li><li>
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.</li><li>
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions</li><li>
Performs other duties and responsibilities as assigned</li></ul>
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills<ul><li>
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization</li><li>
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment</li><li>
Coach and lead the branch team according to process and protocol in the absence of an AFCM</li></ul>
Education and/or Experience<ul><li>
HS Diploma/GED</li><li>
Two years customer-facing and goal-oriented experience</li><li>
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or</li><li>
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information</li></ul>
 Computer Skills<ul><li>
MS Office programs</li><li>
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge</li></ul>
Other Qualifications (including physical requirements)<ul><li>
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)</li><li>
Ability to provide support and guidance at other banking institutions within the market</li></ul>
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.</div>

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