Lead Technology Banking Relationship Manager

Wells Fargo Bank•Dallas, TX

4d•Onsite

About The Position

Wells Fargo is seeking a Lead Technology Banking Relationship Manager to join their Dallas-based technology banking team. This individual will cover growth-stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. In this role, you will develop, retain, and grow complex client relationships through relationship management, understanding client needs, responding quickly, communicating proactively, managing expectations, and soliciting feedback. You will also lead the structuring, modification, and renewal of complex loans by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers. You will review, understand, and offer the full suite of complex solutions offered by Wells Fargo to meet complex needs, engaging product organizations and leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions. You will make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group, requiring a solid understanding of relevant policies, procedures, and compliance requirements. You will strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, helping clients navigate processes, escalating inquiries, and identifying and recommending opportunities for process improvements and risk control enhancements. You will also serve as a mentor for less experienced colleagues and drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines. Additionally, you will support Business Development Representatives in sourcing new Commercial Banking clients by cultivating relationships through existing networks and partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs.

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

Fundamental knowledge of the technology ecosystem
Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
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 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
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