Lead Commercial Banking Relationship Manager
Wells FargoAbout the role
Commercial Banking has more than 8,000 team members across 8 divisions and 80 markets nationwide providing industry expertise, customized solutions, and local service to support the diverse financial needs of customers. Commercial Banking provides products and services, including credit and treasury solutions, to customers with annual sales typically ranging from $500+ million. With its Specialized Industries group, Wells Fargo also provides expertise across industries including Agribusiness, Gaming, Healthcare, Government & Institutional, and Technology throughout its regional presence.
Healthcare, Higher Education and Non-Profit (HHN) is part of Specialized Industries within Commercial Banking. HHN covers large institutional clients seeking complex solutions in depository credit, treasury management and investment banking.
Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for Healthcare, Higher Education and Non-Profit that will lead and support a team of business development individuals in sourcing new Commercial Bank Clients, by cultivating relationships through existing networks. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Develop, retain, and grow 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
Lead structuring, modification, and renewal of 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 complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and 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
Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements
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 and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
Required Qualifications:
5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
3+ years banking relationship management experience within healthcare, higher-education, and cultural/service NFP industries
Demonstrated ability to maintain and expand client relationships, as well as developing new client relationships in the HHN space
Established network of client relationships and centers of influence in the HHN space
Ability to obtain the Municipal Finance Professional (“MFP”) designation
Demonstrated ability to identify, understand, and analyze growth opportunities based on market potential
Proven ability to manage reputational risks
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Demonstrated ability to effectively partner with and communicate to internal and external key stakeholders
Job Expectations:
Ability to travel domestically up
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