Wells Fargo
Business Banker (LO) Matthews, NC
MATTHEWS, NC · Full-time · Posted Oct 20, 2026
- Experience
- 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages and grows a portfolio of small business clients by advising on financial products and services, acquiring new clients, and developing client relationships in a branch setting.
What you'll do
- Manage the full client journey, including onboarding, relationship growth, and new-client acquisition.
- Assess business clients’ goals and needs, then recommend suitable banking, credit, treasury, and digital services.
- Prospect and build referral relationships; partner with Relationship Managers and Lending Officers on complex needs.
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.
- Must meet Loan Originator qualification and registration 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.
- Bilingual Spanish.
Tools
Wells Fargo digital services, mobile banking, Nationwide Mortgage Licensing System (NMLS)
Model-written summary · the original posting is authoritative