Full-Time

Senior Lead Commercial Banking Relationship Manager

Posted on 5/16/2025

Deadline 5/27/25
Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Compensation Overview

$144.4k - $300k/yr

Senior, Expert

No H1B Sponsorship

Mt Laurel Township, NJ, USA + 2 more

More locations: Conshohocken, PA, USA | Baltimore, MD, USA

The position offers a hybrid work schedule and requires travel up to 50% of the time within the region.

Category
Commercial Banking
Finance & Banking
Required Skills
Financial analysis
Requirements
  • 7+ 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, and grow complex to highly complex 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; act as an advisor to guide and influence others in growing relationships
  • Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
  • Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
  • Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and 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 support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
  • Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
Desired Qualifications
  • Comprehensive knowledge and understanding of core banking products and services
  • 3+ years working with retail franchise automotive dealerships to provide lending solutions, inventory financing, and floor plan financing
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships
  • Proven ability to build effective partnerships, such as Treasury Management, WIM, and Indirect Retail
  • Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Completion of formal credit training program
  • Commercial banking account relationship management experience within the Emerging Middle Market / Middle Market segment
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations by offering customized services to meet their specific financial needs. Wells Fargo operates mainly in the United States and utilizes a wide network of branches and ATMs, along with online and mobile banking platforms, to ensure convenient and secure access to its services. The company generates revenue through interest from loans and mortgages, fees from banking services, and commissions from investment products. Additionally, Wells Fargo offers specialized services like financial planning, retirement solutions, and wealth management, catering to clients with diverse financial goals. The company's focus is on enhancing customer success and security while remaining competitive in the financial services industry.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking boosts Wells Fargo's online and mobile platforms.
  • Fintech partnerships enhance Wells Fargo's technological capabilities and customer offerings.
  • Expansion in sustainable finance opens new investment opportunities for Wells Fargo.

What critics are saying

  • Increased competition in the credit facility market may impact Wells Fargo's market share.
  • Pressure to offer competitive terms due to companies doubling credit facilities.
  • Rising refinancing activities create a competitive environment for Wells Fargo's refinancing options.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of financial services, including banking and investments.
  • The company leverages a robust online and mobile banking platform for customer convenience.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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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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