Full-Time

Commercial Relationship Management Director

Market Executive

Posted on 1/9/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Senior, Expert

No H1B Sponsorship

Jacksonville, FL, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Management
Financial analysis
Customer Service
Requirements
  • 8+ years of Commercial Banking Relationship Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of management experience
Responsibilities
  • Act as a subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
  • Manage and develop two or more teams of managers and professionals in Commercial Banking on the structuring, modification, and renewal of moderate to high complexity and risk cash flow, real estate loans, and certain other industry specific solutions, including leading the analysis of financials, presenting to clients, and engaging and influencing stakeholders and partners associated with function and affected by outcomes
  • Identify opportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management
  • Lead relationship management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
  • Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives
  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for multiple areas; develop and guide a culture of talent development to meet business objectives and strategy and serve as a mentor for less experienced individuals
  • Strategically lead team in driving relationship planning activities and maintain sales and pipeline disciplines by keeping information current in relevant systems
  • Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs that enable large-scale companywide strategies that significantly influence the organization's business and influence financial operations
  • Strategically lead team to offer the full suite of solutions to meet clients’ needs, by developing best practices to engage product organizations and understand clients’ businesses, strategic objectives, operational priorities, and financial positions
  • Lead relationship management team to support Business Development Representatives in sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service
Desired Qualifications
  • Experience developing partnerships and collaborating with other business and functional areas
  • Experience successfully collaborating with others in a change driven environment
  • Knowledge and understanding of underwriting: advanced commercial or specialty group credit
  • Basic Microsoft Office (Word, Excel, and Outlook) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Extensive knowledge and understanding of credit policy, compliance, and underwriting requirements
  • Leadership experience including mentoring and coaching
  • Sales and marketing leadership experience
  • Ability to develop and execute market strategies and goals
  • Underwriting experience involving advanced commercial and/or specialty group relationship portfolio credit
  • Proven success as a strategically focused sales leader and/or individual contributor
  • Exhibit an enthusiastic leadership style, driven and results oriented; comfortable working in a collaborative environment
  • Work in close collaboration with our credit and risk partners while still maintaining ownership of the portfolio

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for personal, small business, 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 include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated through interest from loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for clients, with a focus on security and customer success.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in virtual commercial cards aligns with the trend of digital payment solutions.
  • Participation in accelerator programs drives innovation and access to new technologies.
  • The strategic review could streamline operations and focus on profitable segments.

What critics are saying

  • Increased competition in digital payment solutions from established fintech companies.
  • Potential market volatility and regulatory scrutiny in cryptocurrency investments.
  • Strategic uncertainty from selling the private-label credit card and POS financing unit.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial services and products.
  • The company has a strong focus on digital banking and innovation.
  • Wells Fargo supports underserved small businesses through initiatives like the Open for Business Fund.

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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

INACTIVE