Principal Commercial Banking Relationship Manager
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • Illinois, North Carolina, Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $185,000 - $300,000 per year
Job Level
Lead
About the role
- Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Middle Market and Middle Market and Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Middle Market and Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions.
- Provide vision, leadership, and industry expertise regarding Middle Market and Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations
- Strategically lead 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, represent the company externally as an expert and act as a mentor for less experienced colleagues
- Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems
- Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network
Requirements
- 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
- Completion of formal credit training program
- 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 identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial bankingrelationship managementcash flow analysisreal estate loanscommercial lendingtreasury managementrisk controlcredit trainingclient relationship developmentfinancial analysis
Soft skills
leadershipstrategic planningcollaborationmentoringcommunicationproblem-solvingclient engagementnetworkingprocess improvementinterpersonal skills
Certifications
FINRA Series 63FINRA Series 79