Lead Commercial Banking Relationship Manager

Wells Fargo•Salt Lake City, UT

7d•Onsite

About The Position

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Salt Lake City, UT market as part of the Commercial Bank. In this role, you will develop, retain, and grow complex client relationships through understanding client needs, responding quickly, communicating proactively, managing expectations, and soliciting feedback. You will lead the structuring, modification, and renewal of complex cash flow, real estate loans, and other industry-specific solutions by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers. You will also review and offer the full suite of complex solutions, engage product organizations for client-specific solutions, and leverage your understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. You will make decisions in complex situations, requiring an understanding of relevant policies, procedures, and compliance requirements, and influence the team to meet deliverables and drive new initiatives. Additionally, you will collaborate and consult with peers and managers to resolve client issues and achieve business objectives, help clients navigate processes, escalate inquiries, and identify process improvements. You will drive relationship planning, maintain sales and pipeline disciplines, and support Business Development Representatives in sourcing new clients. You will also partner with Commercial Lending Product Management to provide feedback and recommendations on client and market needs for credit solutions.

Requirements

5+ 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 Salt Lake City, UT market and surrounding areas.
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

Develop, retain, and grow complex client relationships through relationship management, understanding client needs and priorities, responding quickly, communicating proactively, managing expectations, and soliciting feedback.
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.
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.
Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives.
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as 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.
Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks.
Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively.