Wells Fargo

Mid-Corp Associate Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • Minnesota • United States

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Salary

💰 $139,000 - $239,000 per year

About the role

  • Support Relationship Manager to attract, develop, grow, and retain client relationships within the Mid-Corporate segment.
  • Deepen and elevate relationship management skillset by understanding the needs and priorities of prospects and clients
  • Understand the needs of financial decision makers including responsive and proactive communication, strategic thinking, managing expectations, and using thoughtful lines of questioning to create productive feedback loops
  • Participate in the structuring, modification, and renewal of complex cash flow, real estate loans, 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
  • Ability to offer the full suite of Wells Fargo’s solutions to meet multi-faceted needs by thoughtfully engaging product organizations, developing client specific coverage plans, leveraging a solid understanding of industry landscapes, strategic objectives, operational priorities, and financial positions
  • Independently lead or resolve 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 meeting compliance requirements
  • Collaborate and consult with peers, colleagues, and mid-level managers to navigate Wells Fargo’s processes, escalate 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
  • Utilize and excel at relevant systems, dashboards and platform tools to drive data based decisioning and strategy including relationship planning
  • Engage Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
  • Serve as a culture carrier in the business adhering to Wells Fargo Vision and Values and representing Wells Fargo in the marketplace
  • Assist Mid Corp RM and/or product partners with preparation of client data/info, creation of pitch books and other marketing materials, and/or development of presentation materials for client meetings and/or internal discussions
  • Support execution of client calls by conducting pre-call planning, recording call notes, and coordinating post-call debrief sessions
  • Initiate regular touchpoints with Mid-Corp RM to review and discuss portfolio, active opportunities, and pending deliverables needing completion; manage action items to completion
  • Distribute regular earnings calls and investor preparation summaries
  • Raise topics from calls with partners to identify opportunities across the portfolio
  • Coordinate with Credit Team on timely completion of screening and annual review memos, while also supporting Mid Corp RM with financial and credit analysis
  • Present recommendations for growing and maintaining a portfolio of profitable clients
  • Identify prospective opportunities and oversee non-credit products to new or existing customers
  • Develop client relationships whenever possible
  • Assist with client support actions including account openings, overdraft approvals, and service team coordination
  • Take ownership and assist with client related administrative/operational functions addressing customer issues and problems
  • Identify tasks and/or deliverables where ownership should be routed to a specific team and/or individual especially from a risk, compliance, product, and/or efficiency perspective.
  • Coordinate and ensure appropriate resolution on various Treasury Management and/or customer service requests and approvals
  • Seeks to grow the business across all Commercial Banking Client Coverage segments while demonstrating awareness of stated key performance indicators (KPIs)
  • Engages with Global Treasury Management, Credit Solutions, and other key partners across the Enterprise to drive successful client acquisition, retention, and growth
  • Represents Wells Fargo in the marketplace through active in-person and/or social media engagement and visibility in the local business and non-profit community
  • Adhere to disciplined sales practices expected in Commercial Banking Market Coverage consistent with the Code of Ethics

Requirements

  • 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Strong analytical and quantitative skills with high attention to detail and accuracy
  • Excellent verbal, written and interpersonal communication skills
  • High level of initiative and accountability
  • Strong accounting skills and ability to analyze financial statements
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to work in a fast-paced deadline driven environment
  • Highly collaborative team player
  • Demonstrate understanding of credit, operational, and compliance risk
  • Intermediate Microsoft Office (Word, Excel, and Outlook) 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 Banking Relationship Managementfinancial analysiscredit analysisaccountingdata analysisrisk managementstrategic thinkingrelationship managementclient acquisitionportfolio management
Soft Skills
analytical skillsquantitative skillsattention to detailverbal communicationwritten communicationinterpersonal communicationinitiativeaccountabilitycollaborationteamwork