Commercial Banking Relationship Management Director

Wells Fargo Bank•Portland, OR

13h•Hybrid

About The Position

Wells Fargo is seeking a Commercial Banking Relationship Management Director for clients with annual revenue of $25MM to $2B supporting the Oregon & Idaho market as part of the Commercial Bank. In this role you will: Act as a 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. Manage and develop two or more teams of managers and professionals in Commercial Banking on the structuring, modification, and renewal of moderate to high complexity and risk cash flow, real estate loans, and certain other industry specific solutions, including leading the analysis of financials, presenting to clients, and engaging and influencing stakeholders and partners associated with function and affected by outcomes. Identify opportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management. Lead relationship management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk. 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. Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for multiple areas; develop and guide a culture of talent development to meet business objectives and strategy and serve as a mentor for less experienced individuals. Strategically lead team in driving relationship planning activities and maintain sales and pipeline disciplines by keeping information current in relevant systems. Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs that enable large-scale companywide strategies that significantly influence the organization's business and influence financial operations. Strategically lead team to offer the full suite of solutions to meet clients’ needs, by developing best practices to engage product organizations and understand clients’ businesses, strategic objectives, operational priorities, and financial positions. Lead relationship management team to support Business Development Representatives in 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.

Requirements

10 + years of Commercial Banking Relationship Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
Ability to travel US only
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is for ongoing employment in this position. In addition, state registration, specific product licenses, or SAFE licensing may apply.
Additional requirements include meeting enhanced financial fitness and criminal background standards.
Wells Fargo will initiate the FINRA review process at the time of offer of acceptance.
Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180 -days of date of hire if not immediately available to transfer upon hire.
FINRA recognized equivalents will be accepted.
Compliance with state law registration and licensing requirements is mandatory.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.
Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Nice To Haves

Comprehensive knowledge and understanding of core banking products and services , such as commercial lending and treasury management
Completion of formal credit training program
Commercial banking account relationship management experience for clients with annual revenue of $25MM to $2B
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

Responsibilities

Act as a 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
Manage and develop two or more teams of managers and professionals in Commercial Banking on the structuring, modification, and renewal of moderate to high complexity and risk cash flow, real estate loans, and certain other industry specific solutions, including leading the analysis of financials, presenting to clients, and engaging and influencing stakeholders and partners associated with function and affected by outcomes
Identify opportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management
Lead relationship management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
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
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for multiple areas; develop and guide a culture of talent development to meet business objectives and strategy and serve as a mentor for less experienced individuals
Strategically lead team in driving relationship planning activities and maintain sales and pipeline disciplines by keeping information current in relevant systems
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs that enable large-scale companywide strategies that significantly influence the organization's business and influence financial operations
Strategically lead team to offer the full suite of solutions to meet clients’ needs, by developing best practices to engage product organizations and understand clients’ businesses, strategic objectives, operational priorities, and financial positions
Lead relationship management team to support Business Development Representatives in 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