Full-Time

Principal Commercial Banking Relationship Manager

Updated on 1/16/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Expert

Dallas, TX, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Sales

You match the following Wells Fargo's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Develop, retain, grow highly complex client relationships, by understanding the needs and priorities of clients
  • Advise Healthcare industry clients on financing alternatives and industry-specific solutions, coordinating with internal stakeholders
  • Lead the strategy and resolution for full suite of solutions offered by Wells Fargo to commercial clients, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
  • Provide leadership to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives and act as a mentor for less experienced colleagues
  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
  • Strategically lead and support Business Development Representatives in sourcing new Healthcare Commercial Banking clients
Desired Qualifications
  • Working knowledge of the healthcare industry
  • General understanding of Capital Markets, including the ability to identify opportunities for referrals to Investment Banking partners
  • Experience working with partners to coordinate cross-sell opportunities across Wells Fargo’s suite of credit and non-credit products and services
  • Ability to forge relationships with members of C-suite

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products work by generating revenue through interest from loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its focus on personalized financial solutions and its commitment to financial education, helping customers manage their finances effectively. The goal of Wells Fargo is to assist clients in achieving their financial objectives by offering tailored services and resources.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking enhances Wells Fargo's digital platform opportunities.
  • Interest in ESG investing allows Wells Fargo to offer sustainable financial products.
  • Fintech partnerships enable Wells Fargo to enhance technological capabilities and innovation.

What critics are saying

  • Increased competition in the credit facility market may reduce Wells Fargo's market share.
  • Overexposure to the self-storage sector could pose risks if the sector declines.
  • Large corporations raising capital through share sales may impact Wells Fargo's loan revenue.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company emphasizes financial education and security for its customers.
  • Wells Fargo has a strong presence in the U.S. with extensive branch and ATM networks.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance