Senior Commercial Banking Relationship Manager
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: San Jose • California • United States
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Salary
💰 $143,000 - $224,000 per year
Job Level
About the role
- Independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of the art of relationship management
- Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking
- Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients
- Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group
- Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines
- Support Business Development Representatives in sourcing new Commercial Banking clients
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
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Established local network and comprehensive knowledge of the Palo Alto / San Jose, CA market and surrounding areas
- Commercial banking account relationship management experience for clients with annual revenue of $25MM to $100MM
- 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 & Tools
commercial lendingtreasury managementcredit training
Soft Skills
relationship managementcollaborationcommunicationproblem-solving