Senior Lead Commercial Banking Relationship Manager

Wells Fargo Bank•Irvine, CA

3d•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 Irvine, CA market 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, client needs, and financial decision-makers to respond quickly, communicate proactively, manage expectations, and solicit feedback. You will also lead or participate in structuring, modifying, and renewing moderately complex loans and industry-specific solutions by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers. You will review and offer Wells Fargo's full suite of solutions to meet client needs, engaging product organizations and leveraging your understanding of clients' businesses, strategic objectives, and financial positions. Additionally, you will lead or resolve moderately complex initiatives, guide your team, and ensure compliance with policies and procedures. You will collaborate with peers and managers to resolve client issues, help clients navigate Wells Fargo's processes, escalate inquiries, and identify process improvements. You will also drive relationship planning, maintain sales and pipeline disciplines, support Business Development Representatives in sourcing new clients, and partner with Commercial Lending Product Management to provide feedback on client and market needs.

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
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 CITY 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

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.
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.
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.