Senior Commercial Banking Relationship Manager
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California • Maryland • United States
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Salary
💰 $119,000 - $224,000 per year
Job Level
About the role
- Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and database management.
- Provide periodic guidance to junior associate supporting the broader sponsors team
- Independently develop, retain, and grow complex client relationships and while leveraging a solid understanding of 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.
- Lead or participate in the structuring, modification, and renewal of complex capital markets transactions, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
- Prepare screening memos to be shared with senior partners around capital markets related transactions
- Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial and investment banking clients to meet those needs that 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
- Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
- Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve 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
- Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
Requirements
- 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Leveraged finance and related activities experience
- Completion of formal credit training program
- Intermediate knowledge and understanding of core commercial banking and investment products: deposits, commercial credit, and treasury
- Experience with underwriting complex credit and debt structure
- Foundational ability to interpret financial statements, summarize findings and structure credit transactions
- Experience working with financial modeling
- Ability to work in a fast-paced deadline driven environment
- Demonstrated high level of initiative and accountability
- Ability to build and maintain productive working relationships with internal partners
- Intermediate Microsoft Office skills
- Bachelor's degree in finance, accounting, or related business degree
- 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 & Tools
financial modelingunderwritingcredit transactionsfinancial statement interpretationcommercial banking productsinvestment productscapital markets transactionsleveraged financedatabase managementclient management
Soft Skills
relationship managementcommunicationinitiativeaccountabilitycollaborationproblem-solvingmentoringstrategic thinkingclient issue resolutionprocess improvement
Certifications
formal credit training program