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Wells Fargo

Diversified financial services: banking, lending, investments

Commercial Banking Relationship Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least 5 years of Commercial Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, education.
  • Build long-term relationships with government clients and have extensive experience with the request for proposal (RFP) process.
  • Have comprehensive knowledge of core banking products and services, including commercial lending and treasury management, with a focus on the public sector.
  • Develop and maintain external partnerships with financial advisors and key stakeholders.
  • Have completed a formal credit training program.
  • Work collaboratively to deliver the organization’s services to clients and prospects.
  • Generate new client relationships and build and retain long-term client relationships.
  • Identify and mitigate risk, ensuring compliance with processes and procedures.
  • Have verbal, written, and interpersonal communication skills.
  • Travel up to 50% of the time.
  • Comply with applicable policies regarding outside activities or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if hired.

Responsibilities

  • Develop, retain, and grow complex relationships with public sector clients by understanding their strategic priorities, funding cycles, and operational challenges.
  • Act as a strategic advisor to financial decision-makers within government entities, proactively managing expectations and delivering insights that support long-term partnerships.
  • Advise senior leadership on structuring, modifying, and renewing complex credit facilities tailored to government clients.
  • Analyze financial statements, budget documents, and funding sources to support credit decisions and present solutions to clients and internal stakeholders.
  • Lead delivery of customized banking solutions across treasury management, capital markets, and bank credit.
  • Collaborate with product teams to design and implement solutions aligned with public sector mandates, compliance requirements, and long-term capital planning.
  • Provide thought leadership and strategic direction to senior leadership on cross-functional initiatives that enhance public sector banking capabilities.
  • Influence enterprise-wide strategies to better serve government clients, including digital transformation, grant management, and intergovernmental partnerships.
  • Engage across the enterprise to improve processes, enhance risk controls, and resolve complex client issues while maintaining compliance with municipal rules and procurement ethics.
  • Drive relationship planning and maintain disciplined pipeline management through customer relationship management systems and strategic account reviews.
  • Support business development by leveraging existing networks and cultivating new relationships with government entities.
  • Partner with Commercial Lending Product Management to inform the design and delivery of credit solutions for public sector clients.
  • Advocate for innovation in public finance products, including tax-exempt lending, sustainability-linked loans, and federal and state funding integration.

Desired Qualifications

  • Demonstrated ability to build long-term relationships with government clients and extensive experience with the request for proposal (RFP) process.
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management, with a focus on the public sector.
  • Experience developing and maintaining external partnerships with financial advisors and key stakeholders.
  • Completion of a formal credit training program.
  • Demonstrated experience working collaboratively to deliver the organization’s services 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.

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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