Senior Commercial Banking Healthcare Relationship Manager

Wells FargoSan Diego, CA
$143,000 - $224,000Hybrid

About The Position

About this role: Wells Fargo's Specialized Industries - Healthcare team is seeking a Senior Commercial Banking Relationship Manager. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Independently, and in collaboration with Senior Relationship Managers on the team, develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of 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 or participate in the structuring, modification, and renewal of moderately 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 moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that 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 Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or 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 on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Requirements

  • 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • This job will involve an active prospecting effort, as well as input in developing Credit based solutions, identifying and prosecuting Treasury opportunities, and participating in credit approval process
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • 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
  • Ability to travel up to 20% of the time

Nice To Haves

  • Working knowledge of the healthcare industry
  • General understanding of Capital Markets, including the ability to identify opportunities for referrals to Investment Banking and Private Credit / Direct Lending partners
  • Experience working with partners to coordinate cross-sell opportunities across Wells Fargo’s suite of credit and non-credit products and services

Responsibilities

  • Develop, retain, and grow moderately complex client relationships
  • Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans
  • Offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients
  • Independently lead or resolve moderately complex initiatives and guide team to meet deliverables
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues
  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines
  • Support Business Development Representatives in sourcing new Commercial Banking clients
  • Partner with Commercial Lending Product Management to provide feedback on client and market needs

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service