Senior Lead Commercial Banking Relationship Manager

Wells Fargo

Senior Lead Commercial Banking Relationship Manager managing complex client relationships for Wells Fargo's commercial banking division in the Concord/Oakland area. Developing and retaining long-term client partnerships while advising senior leadership on banking solutions.

Posted 7/15/2026full-timeConcord • California • 🇺🇸 United StatesSenior💰 $191,000 - $305,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Commercial Banking Relationship Management, with a strong focus on developing and maintaining complex client relationships, delivering tailored financial solutions, and ensuring compliance with banking processes. Possesses excellent communication skills and a comprehensive understanding of core banking products and services.

Highest-signal resume keywords

Commercial Banking Relationship ManagementCore Banking Products KnowledgeCredit Training Program CompletionClient Relationship DevelopmentRisk Mitigation and Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial LendingTreasury ManagementFinancial AnalysisClient PresentationsSales Pipeline Management

Soft Skills

Interpersonal CommunicationStrategic ThinkingCollaborationMentoring

Industry Keywords

Client Relationship ManagementCommercial BankingRisk ControlBusiness DevelopmentNetworking

About the role

Key responsibilities & impact

Develop, retain, and grow complex to highly complex 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; act as an advisor to guide and influence others in growing relationships
Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
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 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, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

Requirements

What you’ll need

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Established professional network within the city of Concord/Oakland, CA and the surrounding metropolitan area
Commercial banking account relationship management experience for clients with annual revenue of $25MM to $100MM.
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships, building and retaining long-term client relationships
Experience developing and maintaining external and internal partnerships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills.

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