Principal Technology Commercial Banking Relationship Manager

Wells Fargo • Salt Lake City, UT

1d • Hybrid

About The Position

Wells Fargo is seeking a Principal Technology Banking Relationship Manager to join their Salt Lake City 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 highly complex client relationships through relationship management, understanding client needs, responding quickly, communicating proactively, managing expectations, and soliciting feedback. You will act as a subject matter expert to guide and influence others in growing relationships. You will also lead the strategy and resolution for the full suite of complex solutions offered by Wells Fargo to commercial clients, analyzing financials, presenting to clients, and coordinating with internal stakeholders. You will provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company-wide strategies that significantly influence the organization's business and financial operations. Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert. You will also mentor less experienced colleagues and drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines. Additionally, you will strategically lead and 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 vision, leadership, and expertise on client and market needs.

Requirements

• 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 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
• Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
• Commercial banking account relationship management experience within the Middle Market segment
• 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 developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Ability to travel up to 30% of the time
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
• 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. FINRA recognized equivalents will be accepted.
• 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. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents

Nice To Haves

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Responsibilities

• Develop, retain, and grow highly 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; act as a subject matter expert to guide and influence others in growing relationships
• Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain 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 full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale 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 Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
• Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; 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 by keeping information current in relevant systems
• Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Benefits

• Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed