
Business Banking Specialist
Build, manage and grow relationships with small business customers by asking questions to learn about their financial needs and gain an understanding of their short and long-term goals, share how Wells Fargo can help, follow up, and conduct proactive outreach via phone or in-person visits, and set, plan and execute appointments. Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations. Explain and demonstrate self-service digital options to customers. Maintain deep knowledge of bank products and services. Build relationships with branch team members and partners and work together to best serve customers. Complete service requests, establish new accounts, and submit credit applications. Make introductions to partners to help meet customer’s broader financial needs. Help resolve customer concerns and escalate issues as needed. Acquire, retain and deepen small business customers by leveraging appropriate systems to set appointments and conduct follow-up.
3+ years of related experience
Knowledge and understanding of book of business
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Risk Management
Customer Relationship Management
Time Management
Influencing skills
Loss prevention
Process Improvement
Problem solver
Communication Skills
Adaptability
Multi-tasker
According to JobzMall, the average salary range for a Business Banking Specialist in 1410 St Lucie W Blvd, Port St. Lucie, FL 34986, USA is between $46,927 and $78,254 per year. This range is based on salaries submitted by JobzMall users and data from Indeed.com.
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Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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