Wells Fargo
Business Banker (LO) San Jose, CA
MILPITAS, CA +1 · Full-time · Posted Oct 8, 2026
- Location
- MILPITAS, CA
SAN JOSE, CA - Experience
- 2+ years of financial services, sales, or customer service experience; alternatively, equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Build and grow a portfolio of business banking clients by understanding their needs, recommending financial solutions, and coordinating referrals and lending support.
What you'll do
- Manage the client journey and portfolio, including onboarding, relationship growth, and acquiring new clients.
- Assess business goals and recommend accounts, credit, treasury services, and digital tools while following policies and risk guidelines.
- Prospect and network for referrals; 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.
- Meet Consumer Financial Protection Bureau Loan Originator qualification requirements and comply with related policies.
- Obtain Loan Originator registration at the time of employment.
Nice to have
- 2+ years of in-branch business banking experience.
- Bilingual speaking and listening proficiency in Spanish/English.
Pay
USD 30.77 - USD 45.67 base salary
Tools
Nationwide Mortgage Licensing System (NMLS)
Model-written summary · the original posting is authoritative