Wells Fargo

Principal Commercial Banking – Healthcare Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Saint Louis • Kansas • Montana • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Lead

About the role

  • Develop, retain, and grow highly complex client relationships, by understanding the needs and priorities of clients
  • Advise Healthcare industry clients on financing alternatives and industry-specific solutions, coordinating with internal stakeholders including Investment Banking and Treasury Management
  • Lead the strategy and execution for full suite of solutions offered by Wells Fargo to commercial clients, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
  • Collaborate with peers and colleagues to resolve client issues while achieving Wells Fargo’s business objectives, escalate client inquiries when needed, provide leadership to improve processes and risk control, act as a mentor for less experienced colleagues; may additionally lead projects within team or across Commercial Banking line of business
  • Drive relationship planning activities to deliver the full suite of solutions provided by Wells Fargo and maintain sales and pipeline disciplines by keeping information current in relevant systems
  • Strategically lead and support Business Development Representatives in sourcing new Healthcare Commercial Banking clients

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
  • Working knowledge of the healthcare industry
  • General understanding of Capital Markets, including the ability to identify opportunities for referrals to Investment Banking and Private Credit / Direct Lending partners
  • Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
  • Experience working with partners to coordinate cross-sell opportunities across Wells Fargo’s suite of credit and non-credit products and services
  • Ability to forge relationships with members of C-suite
  • This job will involve an active prospecting effort, as well as input in developing Credit based solutions, identifying and prosecuting Treasury opportunities, and participating in credit approval process
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
Benefits
  • Ability to travel up to 25% 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 ManagementCapital MarketsCredit based solutionsTreasury opportunitiesRisk identificationComplianceCross-sell opportunitiesInvestment BankingPrivate CreditDirect Lending
Soft Skills
Client relationship managementLeadershipMentoringCollaborationCommunicationStrategic planningProblem-solvingInterpersonal skillsProcess improvementSales discipline
Certifications
FINRA Series 63FINRA Series 79