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  • Sr Bus Relationship Mgr (lo)

    Company: Wells Fargo

    Location: Phoenix, AZ

    Date Posted: April 10, 2014

    Effectively acquires, manages and grows profitable account relationships with an extensive percentage of moderately complex and medium sized 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. Proactively partners with existing customers in order to fully understand their businesses, goals, strategies and challenges. Accurately 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...

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