Wells Fargo

Principal Commercial Banking Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Dallas • Texas • United States

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Job Level

Lead

About the role

  • Develop, retain, and grow 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 a subject matter expert to guide and influence others in growing relationships
  • Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
  • Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale 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 Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
  • Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as 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 lead and 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, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

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 of core banking products and services, including commercial lending and treasury management
  • Proven ability to manage a sales pipeline and consistently deliver strong performance
  • Established local network and deep understanding of the North Texas market to drive business development
  • Demonstrated success in converting prospects into long-term client relationships
  • Extensive experience managing commercial banking relationships for clients with annual revenues of $100MM–$500MM
  • Strong track record of building and maintaining internal and external partnerships
  • Self-starter with the ability to work independently and take initiative
  • Expertise in identifying and mitigating risk while ensuring compliance with policies and procedures
  • Exceptional verbal, written, and interpersonal communication skills
  • Highly effective time management and organizational skills
  • Completion of formal credit training program
  • Bachelor’s or Master’s degree in Business, Accounting, or Finance.
Benefits
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
  • Ability to travel up to 10% of the time.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial banking relationship managementcommercial lendingtreasury managementsales pipeline managementrisk identificationrisk mitigationfinancial analysisclient relationship developmentcredit trainingfinancial decision making
Soft Skills
relationship managementcommunicationleadershipstrategic thinkingtime managementorganizational skillsmentoringproblem solvinginitiativecollaboration
Certifications
formal credit training program