Principal Commercial Banking Relationship Manager

Wells Fargo

Principal Commercial Banking Relationship Manager managing complex client relationships within healthcare, higher education, and non-profit space. Leading business development and process improvement initiatives at Wells Fargo.

Posted 7/1/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $185,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

Act as a HHN subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
Identify opportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management
Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives
Strategically offer the full suite of product solutions to meet clients’ needs including credit, treasury management, liquidity and capital markets. Sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service
Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Requirements

What you’ll need

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
5+ years banking relationship management experience within healthcare, higher-education, and cultural/service NFP industries
Demonstrated ability to maintain and expand client relationships, as well as developing new client relationships in the HHN space
Established network of client relationships and centers of influence in the HHN space
Ability to obtain the Municipal Finance Professional (“MFP”) designation
Demonstrated ability to identify, understand, and analyze growth opportunities based on market potential
Proven ability to manage reputational risks
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Demonstrated ability to effectively partner with and communicate to internal and external key stakeholders

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

Process ImprovementCredit SolutionsTreasury ManagementLiquidity ManagementCapital MarketsDeal ExecutionMarket AnalysisClient Needs AssessmentSales Pipeline ManagementStrategic Leadership

Soft Skills

Relationship ManagementProactive CommunicationJudgment Decision-MakingCollaborationInfluencing Skills

Certifications

Municipal Finance Professional (MFP)