Wells Fargo
Business Banker - Havertown, PA
HAVERTOWN, PA · Full-time · Posted Oct 26, 2026
- Experience
- 2+ years required in financial services, sales, or customer service; alternatives include work experience, training, military experience, or education. Desired: 2+ years of in-branch business banking and 1+ year managing a dedicated small business customer book.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages and grows a portfolio of small business clients by assessing their needs, recommending banking solutions, and building relationships that support client retention and acquisition.
What you'll do
- Manage the client journey, from onboarding and relationship growth to acquiring new clients.
- Recommend business accounts, credit, treasury services, and digital solutions based on clients’ goals and needs.
- Prospect and build referral networks, partnering with Relationship Managers and Lending Officers on complex structures.
What they ask for
- 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Meet Loan Originator registration and qualification requirements, including applicable financial responsibility, character, financial fitness, and background standards.
Nice to have
- 2+ years of in-branch business banking experience.
- 1+ year managing a dedicated book of small business customers across an assigned territory.
Tools
Nationwide Mortgage Licensing System (NMLS)
Model-written summary · the original posting is authoritative