Senior Lead Commercial Banking Relationship Manager

Wells FargoWhite Plains, NY
Onsite

About The Position

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $$100MM to $2B supporting the Hudson Valler/CT market as part of the Commercial Bank. In this role, you will 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. You will also act as an advisor to senior leadership to develop, influence, and renew highly complex cash flow, real estate loans, and 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 the 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 company-wide 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

  • 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
  • Established local network and comprehensive knowledge of the Hudson Valley/CT market and surrounding areas
  • Commercial banking account relationship management experience for clients with annual revenue of $100MM 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 identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills

Nice To Haves

  • Completion of formal credit training program

Responsibilities

  • Develop, retain, and grow complex to highly complex client relationships
  • Act as an advisor to senior leadership to develop, influence, and renew highly complex cash flow, real estate loans, and other industry-specific solutions
  • Lead the strategy and resolution for the full suite of highly complex solutions offered by Wells Fargo to commercial clients
  • Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions
  • Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues
  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines
  • Strategically support Business Development Representatives in sourcing new Commercial Banking clients
  • Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs

Benefits

  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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