Lead Commercial Banking Relationship Manager

Wells Fargo

Lead Relationship Manager expanding commercial banking relationships in Northern California. Focused on client acquisition, relationship management, and revenue generation.

Posted 6/13/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $167,000 - $260,000 per yearWebsite

About the role

Key responsibilities & impact

Develop, retain, and expand complex client relationships by understanding financial priorities and decision‑maker needs
Proactively identifying new opportunities across the Wells Fargo platform to drive multi‑line revenue growth
Coordinate transactions with our credit, treasury management, foreign exchange, and other partner groups
Gather financial statements to analyze and make recommendations based on findings
Develop trusted relationships at the operational, c-suite, and board of director levels
Stay informed of industry trends, market news, and emerging technology
Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
Drive relationship planning activities to deliver the full suite of bank solutions
Maintain sales and pipeline disciplines by keeping information current in relevant systems

Requirements

What you’ll need

5+ years of Commercial Banking Relationship Management experience
Proven ability to develop and execute a sales strategy
Local in-market network
Experience developing partnerships, externally and internally
Account relationship management experience and treasury management product knowledge
Treasury Management product knowledge
Trusted industry relationships-operational, C-suite and/or board levels
Understands segments, markets, technology, venture capital
Experience and knowledge related to key risks for companies within the Technology industry, including pre-profit VC-backed companies
Effective organizational, multi-tasking, and prioritizing skills
Bachelor’s and/or Master’s degree

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Commercial Banking Relationship ManagementSales Strategy DevelopmentAccount Relationship ManagementTreasury Management Product KnowledgeFinancial Statement AnalysisRisk AnalysisMarket AnalysisVenture Capital KnowledgeMulti-line Revenue GrowthClient Relationship Development

Soft Skills

Organizational SkillsMulti-taskingPrioritizingNetworkingRelationship BuildingCommunicationInfluencer EngagementEvent HostingDecision-makingProactive Identification of Opportunities