Principal Mid-Corporate Relationship Manager

Wells Fargo Bank•Charlotte, NC

19h•Hybrid

About The Position

Wells Fargo is seeking a Principal Mid-Corp Relationship Manager for the Commercial Auto National Accounts team (part of Specialized Industries within the Commercial Bank). Commercial Auto has been providing commercial banking and treasury management products for over 75 years. With 3,000 dealerships and over $15B in commitments, Commercial Auto has the industry experience and dedicated, personal attention to create unique financing structures to support dealers through business cycles, innovation, and evolving needs. In this role, you will serve as an expert advisor to lead highly complex transactions including floor plan financing, acquisition financing, real estate lending, and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders. There is a high volume of collaboration with Investment Banking partners. You will strategically lead and resolve for the full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require 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; may coordinate highly complex activities and resolutions. You will provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations. You will strategically lead 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, represent the company externally as an expert and act as a mentor for less experienced colleagues. You will review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require 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. You will drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems. You will source and originate new Commercial Auto relationships by proactively identifying, prospecting, and closing opportunities with middle-market and mid-corporate companies—leveraging referral networks, centers of influence, and industry contacts to drive new loan, deposit, fee and treasury management revenue.

Requirements

10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Demonstrated experience generating new client relationships, building and retaining long-term client relationships with revenues of $500MM or greater.
Experience working with publicly traded and large privately held auto retailers (franchise dealership groups).
Experience leading and participating in syndications.
Account relationship management experience for clients in Middle Market, Mid-Corp, or CIB segments.
Demonstrated prospecting skills and proven track record of converting prospects into clients.
Successfully completed FINRA Series 63, and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents).
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
Completion of formal credit training program.
Demonstrated experience working collaboratively to deliver the organization to clients and prospects.
Experience identifying and mitigating risk, ensuring compliance with processes and procedures.
Excellent verbal, written, and interpersonal communication skills.

Responsibilities

Serve as an expert advisor to lead highly complex transactions including floor plan financing, acquisition financing, real estate lending, and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders.
Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require 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; may coordinate highly complex activities and resolutions.
Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations.
Strategically lead 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, represent the company externally as an expert and act as a mentor for less experienced colleagues.
Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require 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.
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems.
Source and originate new Commercial Auto relationships by proactively identifying, prospecting, and closing opportunities with middle-market and mid-corporate companies—leveraging referral networks, centers of influence, and industry contacts to drive new loan, deposit, fee and treasury management revenue.