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  1. Home
  2. chevron_right
  3. accounting & finance
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  5. Business Banker (SAFE)
Wells Fargo logo

Business Banker (SAFE)

Not Disclosed•Full-TimeOn-site

location_on23698, Park Belmonte, Calabasas, Los Angeles County, California, 91302, United States

Apply Now

About the Role

Wells Fargo is seeking a Business Banker (Loan Originator) within Consumer Banking and Lending to build, maintain, and grow relationships with business banking clients at our Calabasas branch. In this role, you will serve as a trusted advisor, managing a portfolio of low to moderately complex business clients. Your primary focus is to own the full client journey—from onboarding to deepening relationships and acquiring new clients—while delivering a branded, client-centric experience.

You will act as a product expert, leveraging a suite of financial solutions and digital services to meet the specific needs of small business owners. By analyzing client operations and priorities, you will provide tailored financial recommendations that align with their objectives while ensuring strict compliance with bank policies. This position involves active prospecting and networking to drive high-quality referrals and collaborate with internal banking channels to support business owners.

As a Loan Originator (LO), this role includes customer contact duties such as needs assessment and referring customers interested in dwelling-secured products to a SAFE team member. You will assist customers without taking applications or negotiating terms for dwelling-secured transactions. All individuals in this position must meet the Loan Originator requirements under Regulation Z, including financial responsibility, character, and criminal background standards.

Location and Work Context

This position is based in Calabasas, CA. Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Please note that this position is not eligible for Visa sponsorship.

Hiring Process and Application

Wells Fargo requires candidates to directly represent their own experiences during the recruiting and hiring process. Third-party recordings are prohibited unless authorized by the company. To request a medical accommodation during the application or interview process, please visit the Disability Inclusion page on the Wells Fargo website.

Culture and Compliance

Wells Fargo values a culture that builds strong customer relationships balanced with a strong risk-mitigating and compliance-driven approach. Employees are accountable for executing all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance. This includes effectively following policies, fulfilling risk obligations, and making sound risk decisions commensurate with the business unit's risk appetite.

We maintain a drug-free workplace and adhere to strict recruitment requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Work location

Work model: On-site

location_on

23698, Park Belmonte, Calabasas, Los Angeles County, California, 91302, United States

Calabasas, California

Key Responsibilities

  • check_circleManage and grow a portfolio of low to moderately complex business clients
  • check_circleUnderstand client needs and offer tailored financial solutions and digital services
  • check_circleAct as a trusted advisor offering business accounts, credit, and treasury services
  • check_circleProspect and network to build relationships and drive high-quality referrals
  • check_circlePartner with Relationship Managers to ensure alignment with underwriting policies
  • check_circleAssist customers with needs assessment and refer dwelling secured product interests
  • check_circleAnalyze client operations to provide recommendations aligned with their financial goals

Requirements

  • verified2+ years of financial services, sales, or customer service experience
  • verifiedMust meet Consumer Financial Protection Bureau qualification requirements for Loan Originators
  • verifiedMust meet financial responsibility, character, general financial fitness and criminal background standards
  • verifiedNot eligible for Visa sponsorship

Nice to Have

1+ year of experience managing a dedicated book of small business customers across assigned territory; knowledge and understanding of book of business; experience using strong business acumen to provide financial services consultation to small business customers; extensive knowledge and understanding of bank lending programs, credit policies, and specialty products; customer service focus with experience handling complex transactions across multiple systems; experience building and maintaining effective relationships with customers and internal partners; proficiency with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues; knowledge and understanding of retail compliance controls, risk management, and loss prevention; ability to educate and connect customers to technology and share the value of mobile banking options; ability to interact with integrity and professionalism with customers and employees; high motivation with ability to successfully meet team objectives while maintaining individual performance; experience mentoring and peer-coaching others.

Benefits & Perks

check_circleHealth benefitscheck_circle401(k) Plancheck_circlePaid time offcheck_circleDisability benefitsLife insurance, critical illness insurance, and accident insurance
Wells Fargo logo
Company

Wells Fargo

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

2+ yrs (Mid Level)

Job Type

Full-Time

Skills Required

Financial Services

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Frequently asked questions about Business Banker (SAFE) at Wells Fargo

What does a Business Banker (SAFE) at Wells Fargo do?expand_more
In this Business Banker (SAFE) at Wells Fargo role, you will manage and grow a portfolio of low to moderately complex business clients; understand client needs and offer tailored financial solutions and digital services; act as a trusted advisor offering business accounts, credit, and treasury services; and prospect and network to build relationships and drive high-quality referrals.
What are the requirements for this Business Banker (SAFE) role?expand_more
To qualify for the Business Banker (SAFE) at Wells Fargo position, applicants should have: 2+ years of financial services, sales, or customer service experience; Must meet Consumer Financial Protection Bureau qualification requirements for Loan Originators; Must meet financial responsibility, character, general financial fitness and criminal background standards; and Not eligible for Visa sponsorship.
Where is the Business Banker (SAFE) role at Wells Fargo located?expand_more
Business Banker (SAFE) at Wells Fargo is based in 23698, Park Belmonte, Calabasas, Los Angeles County, California, 91302, United States. This is a on-site role.
Is this Business Banker (SAFE) job remote, hybrid, or on-site?expand_more
Wells Fargo has listed this Business Banker (SAFE) role as on-site.
How much experience is required for this Business Banker (SAFE) role?expand_more
Business Banker (SAFE) at Wells Fargo typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Business Banker (SAFE) role at Wells Fargo?expand_more
Key skills for Business Banker (SAFE) at Wells Fargo include Financial Services; Sales; Customer Service; Book Of Business; Business Acumen; Bank Lending Programs; Credit Policies; and Specialty Products.
What category does the Business Banker (SAFE) role belong to?expand_more
Business Banker (SAFE) at Wells Fargo is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
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check_circleParental leave
check_circleCritical caregiving leave
check_circleDiscounts and savings
check_circleCommuter benefits
check_circleTuition reimbursement
Sales
Customer Service
Book Of Business
Business Acumen
Bank Lending Programs
Credit Policies
Specialty Products
Retail Compliance Controls
Risk Management
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