Principal Technology Mid-Corporate Relationship Manager
About The Position
Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager in Technology banking within Specialized Industries as part of Commercial Banking. In this role, you will serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope. You will analyze financials, present to clients, and coordinate with internal stakeholders. 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. This involves engaging product organizations to develop client-specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions. You 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. Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients by cultivating relationships through your existing network.
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
Nice To Haves
- Familiarity with the Technology Sector
- Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
- Demonstrated ability to build effective relationships with clients and partnerships with internal teams
- Professional verbal and written communication skills
Responsibilities
- Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans 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
- Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network
Benefits
- Wells Fargo is an equal opportunity employer.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Education Level
No Education Listed
