Wells Fargo-posted 3 months ago
Full-time • Senior
Allentown, PA
1,001-5,000 employees
Credit Intermediation and Related Activities

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Philadelphia market as part of the Commercial Bank. In this role, you will 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, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback. You will lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain 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. Additionally, you will review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an 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.

  • Develop, retain, and grow complex client relationships through relationship management.
  • Lead structuring, modification, and renewal of complex cash flow and real estate loans.
  • Review and offer the full suite of complex solutions to commercial clients.
  • Make decisions in complex situations within the Commercial Banking Relationship Management group.
  • Collaborate and consult with peers and managers to resolve client issues.
  • Drive relationship planning activities to deliver solutions and maintain sales 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.
  • 5+ years of Commercial Banking Relationship Management experience or equivalent.
  • Comprehensive knowledge of core banking products and services.
  • Completion of formal credit training program.
  • Experience managing commercial banking accounts for clients with annual revenue of $25MM to $100MM.
  • Demonstrated experience generating and retaining long-term client relationships.
  • Experience identifying and mitigating risk and ensuring compliance.
  • Excellent verbal, written, and interpersonal communication skills.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service