Senior Commercial Banking Relationship Manager
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Fort Lauderdale • Florida • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers
- Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking
- Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients
- Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group
- Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues and achieve 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
- Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership
- Serve as a mentor for less experienced colleagues and identify opportunities for process improvements and risk control enhancements
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
- Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM (Desired)
- Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
- Experience leveraging Treasury Management products and services
- Established local in-market network with demonstrated knowledge of the South Florida market (Desired)
- Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
- Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues
- Experience consistently delivering strong sales performance
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational, multi-tasking, and prioritizing skills
- Completion of formal credit training program (Desired)
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Ability to travel up to 10% of the time
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees must provide information to the Wells Fargo Personal Account Dealing Team and abide by policy requirements if hired
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Commercial Banking Relationship Managementlendingloan servicingcredit practicesTreasury Management productsnegotiating interest ratesnegotiating pricenegotiating termsnegotiating collateral requirementsrisk identification and mitigation
Soft skills
relationship managementcommunication skillsorganizational skillsmulti-taskingprioritizingmentoringcollaborationconsultationproblem-solvingsales performance
Certifications
formal credit training program