About The Position

Wells Fargo is hiring a Senior Lead Commercial Banking Relationship Manager in the Commercial Bank to serve clients with annual revenue of $25 million to $150 million in the Southwest Ohio market. The role focuses on building and growing complex commercial client relationships and advising clients and senior leaders on tailored financial solutions. The position offers a hybrid work schedule and requires travel within the assigned territory as needed. It is not eligible for visa sponsorship. The role leads relationship planning and the strategy for complex commercial banking solutions, including cash flow and real estate lending. It partners with product teams, business development representatives, and internal stakeholders to address client and market needs, develop credit solutions, source new clients, manage risk, and improve processes. It also provides expertise and mentorship to leadership and less experienced colleagues.

Requirements

  • At least 7 years of Commercial Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to travel within the assigned territory as needed.
  • Must not require visa sponsorship for this position.

Nice To Haves

  • Comprehensive knowledge and understanding of core banking products and services, including commercial lending and treasury management.
  • Completion of a formal credit training program.
  • Established professional network within the Greater Southwest Ohio metro area.
  • Commercial banking account relationship management experience serving clients with annual revenue of $25 million to $150 million.
  • Experience collaborating to deliver the organization’s solutions to clients and prospects.
  • Experience generating new client relationships and building and retaining long-term client relationships.
  • Experience developing and maintaining external and internal partnerships.
  • Experience identifying and mitigating risk and ensuring compliance with processes and procedures.
  • Excellent verbal, written, and interpersonal communication skills.

Responsibilities

  • Develop, retain, and grow complex client relationships by understanding client needs and priorities, communicating proactively, managing expectations, responding quickly, and soliciting feedback.
  • Advise and influence others in growing client relationships.
  • Advise senior leadership on structuring, modifying, and renewing complex cash flow, real estate, and industry-specific loans by analyzing financials, presenting to clients, and coordinating with internal stakeholders.
  • Lead strategy and resolution for complex Wells Fargo commercial client solutions, engaging product organizations to develop tailored solutions based on clients’ businesses, strategic objectives, operational priorities, and financial positions.
  • Provide vision, direction, and expertise to senior leadership on innovative business solutions and cross-functional or companywide strategies within Commercial Banking Relationship Management.
  • Engage across the enterprise to improve processes and risk control, resolve client issues, achieve business objectives, and represent the company externally.
  • Serve as an expert advisor to leadership and mentor less experienced colleagues.
  • Drive relationship planning to deliver the full suite of solutions and maintain disciplined sales and pipeline practices, keeping information current in relevant systems.
  • Partner with Business Development Representatives to source new Commercial Banking clients by cultivating existing networks in Southwest Ohio.
  • Partner with Commercial Lending Product Management to communicate client and market needs and support the design and delivery of credit solutions.
  • Travel within the assigned territory as needed.
  • Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues and make sound risk decisions.

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
  • Incentive opportunities may be available.
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