Principal Commercial Banking Relationship Manager

Wells Fargo Bank•Irvine, CA

2d•Hybrid

About The Position

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager to join their Commercial Auto business. This role involves developing, retaining, and growing highly complex client relationships by understanding client needs, acting as a subject matter expert, and leading complex financial solutions. The position requires strategic leadership, driving relationship planning, and originating new commercial banking relationships with middle-market and mid-corporate companies. The role also involves partnering with Commercial Lending Product Management to provide vision and leadership on client and market needs.

Requirements

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, education.
Ability to travel up to 50% of the time.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment.
Obtaining FINRA Series 63 and Series 79, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire.
Compliance with state law registration and licensing requirements is mandatory.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.
This position is subject to FINRA background screening requirements.
Candidates must successfully complete and pass a background check prior to hire.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Nice To Haves

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
Demonstrated experience generating new client relationships, building and retaining long-term client relationships with revenues of $100MM+.
Successful collaboration with internal product partners (Treasury Management, Wealth Management, Corporate Investment Banking, etc.).
Syndication and investment banking product experience.

Responsibilities

Develop, retain, and grow highly complex client relationships through relationship management, understanding client needs, responding quickly, communicating proactively, managing expectations, and soliciting feedback.
Act as a subject matter expert to guide and influence others in growing relationships.
Lead highly complex and substantial cash flow, real estate loans, and other industry-specific solutions with enterprise impact, high risk, or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders.
Lead the strategy and resolution for the full suite of complex solutions offered by Wells Fargo to commercial clients.
Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company-wide strategies.
Strategically lead all levels of professionals and managers across the enterprise to improve processes and risk control, resolve client issues, and represent the company externally.
Act as a mentor for less experienced colleagues.
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines.
Source and originate new commercial banking relationships by proactively identifying, prospecting, and closing opportunities with middle-market and mid-corporate companies.
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs.