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Wells Fargo

Diversified financial services: banking, lending, investments

Lead Commercial Banking Relationship Manager

Retail & Commercial BankingPosted on Nov 9
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • At least 5 years of Commercial Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or 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 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; engage product organizations to develop client-specific solutions based on clients' businesses, strategic objectives, operational priorities, and financial positions.
  • Make decisions in complex situations within Commercial Banking Relationship Management, applying relevant policies, procedures, and compliance requirements, and influence and lead teams to meet deliverables and drive initiatives.
  • Collaborate and consult with peers, colleagues, and middle- to senior-level managers to resolve client issues and achieve business objectives; help clients navigate Wells Fargo processes, escalate inquiries, recommend process improvements and risk-control enhancements, and 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 existing networks.
  • Partner with Commercial Lending Product Management to provide leadership with feedback and recommendations on client and market needs to improve the innovation, design, and delivery of credit solutions.
  • Travel as needed.

Desired Qualifications

  • Comprehensive knowledge of core banking products and services, including commercial lending and treasury management.
  • Completion of a formal credit training program.
  • An established local network and comprehensive knowledge of the San Francisco market and surrounding areas.
  • Commercial banking account relationship management experience with clients whose annual revenue is $100 million to $2 billion.
  • Experience working collaboratively to deliver the organization to clients and prospects.
  • 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.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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