Full-Time

Senior Lead Technology Commercial Banking Relationship Manager

Deadline 8/28/26
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

Compensation Overview

$159k - $254k/yr

+ Incentive opportunities

No H1B Sponsorship

Miami, FL, USA + 3 more

More locations: Boca Raton, FL, USA | West Palm Beach, FL, USA | Fort Lauderdale, FL, USA

In Person

Travel up to 30% of the time is required.

Category
Finance & Banking (1)
Required Skills
Financial analysis

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Requirements
  • At least 7 years of Commercial Banking Relationship Management experience, or equivalent experience demonstrated through work experience, training, military experience, education.
Responsibilities
  • Develop, retain, and grow complex client relationships by understanding client and financial decision-maker needs and priorities, responding quickly, communicating proactively and strategically, managing expectations, and soliciting feedback.
  • Lead the structuring, modification, and renewal of complex cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers on complex transactions.
  • Review, understand, and offer Wells Fargo's full suite of complex commercial-client solutions by engaging product organizations to develop client-specific solutions and evaluating clients' businesses, strategic objectives, operational priorities, and financial positions.
  • Make decisions in complex, multifaceted situations within Commercial Banking Relationship Management, apply relevant policies, procedures, and compliance requirements, and lead the team in meeting deliverables and driving new initiatives.
  • Collaborate with and consult peers, colleagues, and middle- to senior-level managers to resolve client issues, help clients navigate Wells Fargo processes, escalate inquiries, and recommend process improvements and risk-control enhancements.
  • Mentor less experienced colleagues.
  • Drive relationship-planning activities, deliver the full suite of solutions, and maintain sales and pipeline disciplines by keeping information current in relevant systems.
  • Support Business Development Representatives in sourcing new Commercial Banking clients by cultivating relationships through existing networks.
  • Partner with Commercial Lending Product Management to provide feedback and recommendations on client and market needs to improve the innovation, design, and delivery of credit solutions.
Desired Qualifications
  • Fundamental knowledge of the technology ecosystem.
  • Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers.
  • Comprehensive knowledge and understanding of core banking products and services, including commercial lending and treasury management.
  • Completion of a formal credit training program.
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects.
  • Demonstrated experience generating new client relationships and building and retaining long-term client relationships.
  • Experience identifying and mitigating risk and ensuring compliance with processes and procedures.
  • Verbal, written, and interpersonal communication skills.

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

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Simplify Jobs

Simplify's Take

What believers are saying

  • Second-quarter 2026 profit rose 17%, with consumer spending and business cash flows strong.
  • Wealth assets reached $2.4 trillion in 2Q26, lifting fees and advisor productivity.
  • Average deposits rose 10% and loans 12% year over year, supporting net interest income.

What critics are saying

  • Severance and restructuring still hit earnings; 2026 expenses stay near $55.7 billion.
  • The 2018-2020 sales-practices scandal still defines Wells Fargo's reputation with regulators and candidates.
  • Investment-banking expansion faces JPMorgan and Goldman Sachs, risking talent-poaching costs and weak returns.

What makes Wells Fargo unique

  • Asset-cap removal in 2025 freed Wells Fargo to grow balance sheet again.
  • Charlie Scharf rebuilt the bank since 2019, ending all outstanding consent orders.
  • Wells Fargo is pushing AI and Advisor Gateway to deepen cross-sell and productivity.

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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

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