Senior Commercial Banking Relationship Manager

Wells Fargo•New York, NY

2d•Onsite

About The Position

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting New York City as part of the Commercial Bank. In this role, you will independently develop, retain, and grow moderately complex client relationships and lead a team. You will leverage a solid understanding of relationship management by understanding client needs and priorities, responding quickly, communicating proactively, managing expectations, and soliciting feedback. You will also lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions. You will review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet their needs, which require in-depth evaluation by engaging product organizations to develop client-specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions. You will independently lead or resolve moderately complex initiatives and guide your team to meet deliverables within the Commercial Banking Relationship Management group, leveraging a solid understanding of relevant policies, procedures, and compliance requirements. You will collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements. You may also lead projects, teams, or serve as a mentor for less experienced colleagues. You will drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems. You will support Business Development Representatives in sourcing new Commercial Banking clients by cultivating relationships through existing networks. You will partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively.

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.

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
Established local network and comprehensive knowledge of the New York City market
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 identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

Responsibilities

Independently develop, retain, and grow moderately complex client relationships and lead team.
Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking.
Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients.
Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group.
Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s 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 on client and market needs.