Full-Time

Senior Lead Technology Banking Relationship Manager

Posted on 4/12/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Compensation Overview

$144.4k - $300k/yr

Senior, Expert

No H1B Sponsorship

Atlanta, GA, USA

Hybrid work schedule; ability to travel up to 30% of the time.

Category
Commercial Banking
Finance & Banking
Required Skills
Financial analysis
Investment Banking
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 client relationships by understanding the needs and priorities of clients and financial decision makers
  • Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients
  • Handle all aspects of originating, structuring, and executing bank lending and other credit related products
  • Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups
  • Perform financial analysis and underwriting in the areas of credit, cash flow and collateral
  • Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities
  • Partner with existing clients to ensure we are helping them meet their current and future needs
  • Develop trusted relationships at the operational, c-suite, and board of director levels
  • Stay informed of industry trends, market news, and emerging technology
  • Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
  • Drive relationship planning activities to deliver the full suite of bank solutions
  • Maintain sales and pipeline disciplines by keeping information current in relevant systems
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, such as commercial lending and treasury management
  • Completion of formal credit training program
  • Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Commercial banking account relationship management experience within the Middle Market segment
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships
  • Experience developing and maintaining external and internal partnerships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills

Wells Fargo offers a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, 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 from interest on 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 its clients, with a focus on security and customer success.

Company Size

10,001+

Company Stage

IPO

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

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