Effectively acquires, manages and grows profitable account relationships with less complex business customers that have annual gross sales of generally more than $2MM and less than $20MM. Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers. Continually partners with existing customers in order to fully understand their businesses, goals, strategies and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially. Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells products and services. May structure and complete straight forward secured and unsecured business loans.

Hired directly for a formal business banking training program. Discipline areas include: credit, non-credit, consumer sales, partner sales, sales skills and functional training. Receive training and assist business bankers in financial and statistical analyses, conducting research, preparing support documentation, pricing and structuring. Participate in customer and prospect sales calls. Upon successful completion of the training program will be placed within the business banking function.

Manages retail sales and service function. The primary goal is to serve the customers total financial service needs resulting in greater market share, wallet share and profitability. This is accomplished by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments. Creates, trains and coaches a successful sales team through the development of staff as a competitive advantage. Responsible for effective staff salary administration and rewards. Develops and administers budgets, business development goals and objectives, staffing models, schedules and performance standards. Guidelines: The store manager level is determined by valuing a number of key store measurements. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations