Senior Commercial Banking Relationship Manager

Wells Fargo & Company•San Francisco, CA

23h•Onsite

About The Position

Wells Fargo is seeking a Mid Corp Relationship Manager as part of the Southwest Division. In this role, you will support Mid-Corporate Relationship Managers (RMs) in attracting, growing, and retaining client relationships. You will prepare client data, pitch books, and presentation materials for meetings and internal discussions. You will also assist with client calls through pre-call planning, note-taking, and post-call follow-up. Maintain regular portfolio reviews with RMs; track opportunities, manage workload across multiple transactions, and ensure timely completion of deliverables. Engage product partners to deliver tailored solutions based on client needs, industry trends, and financial analysis. Coordinate with Credit, Operations, PES and other internal teams on screening, annual reviews, renewals, financial analysis and deal closings to ensure smooth execution of transactions. Manage client administration, including account openings, service coordination, and issue resolution. Handle Treasury Management and deposit requests; ensure timely approvals. Support compliance activities including audits, adherence to internal policies, and regulatory reviews. Represent Wells Fargo in the marketplace through community engagement and networking. Assist in structuring and renewing complex transactions; analyze financials and collaborate with senior peers. Lead or resolve complex initiatives within Relationship Management; ensure compliance with policies. Utilize systems and dashboards for data-driven relationship planning and strategy. Partner with Business Development Representatives to source new clients. Share earnings call summaries and investor prep materials internally. Identify cross-sell opportunities from client and partner interactions. Uphold Wells Fargo’s vision, values, and disciplined sales practices. Ensure proper task ownership across risk, compliance, and product teams.

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

Nice To Haves

In-depth knowledge of core banking products and services, including commercial lending and treasury management
Minimum 2 years of experience in Commercial Banking or Corporate & Investment Banking
Proven experience managing commercial banking relationships within the Mid-Corporate segment
Completion of a formal credit training program
Track record of collaborating across teams to deliver comprehensive solutions to clients and prospects
Demonstrated ability to generate new relationships and build long-term client partnerships
Skilled in identifying and mitigating risk while ensuring compliance with policies and procedures
Strong accounting and financial analysis skills with the ability to interpret financial statements
Proficiency in MS Office and CRM tools
Highly collaborative team player with excellent interpersonal skills and managing multiple priorities
Exceptional verbal and written communication abilities

Responsibilities

Support Mid-Corporate Relationship Managers (RMs) in attracting, growing, and retaining client relationships.
Prepare client data, pitch books, and presentation materials for meetings and internal discussions.
Assist with client calls through pre-call planning, note-taking, and post-call follow-up.
Maintain regular portfolio reviews with RMs; track opportunities, manage workload across multiple transactions, and ensure timely completion of deliverables.
Engage product partners to deliver tailored solutions based on client needs, industry trends, and financial analysis.
Coordinate with Credit, Operations, PES and other internal teams on screening, annual reviews, renewals, financial analysis and deal closings to ensure smooth execution of transactions.
Manage client administration, including account openings, service coordination, and issue resolution.
Handle Treasury Management and deposit requests; ensure timely approvals.
Support compliance activities including audits, adherence to internal policies, and regulatory reviews.
Represent Wells Fargo in the marketplace through community engagement and networking.
Assist in structuring and renewing complex transactions; analyze financials and collaborate with senior peers.
Lead or resolve complex initiatives within Relationship Management; ensure compliance with policies.
Utilize systems and dashboards for data-driven relationship planning and strategy.
Partner with Business Development Representatives to source new clients.
Share earnings call summaries and investor prep materials internally.
Identify cross-sell opportunities from client and partner interactions.
Uphold Wells Fargo’s vision, values, and disciplined sales practices.
Ensure proper task ownership across risk, compliance, and product teams.