Senior Lead Technology Commercial Banking Relationship Manager

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager in Technology banking within Specialized Industries as part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers

• Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients

• Handle all aspects of originating, structuring, and executing bank lending and other credit related products

• Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups

• Perform financial analysis and underwriting in the areas of credit, cash flow and collateral

• Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities

• Partner with existing clients to ensure we are helping them meet their current and future needs

• Develop trusted relationships at the operational, c-suite, and board of director levels

• Stay informed of industry trends, market news, and emerging technology

• Represent our team in the market by hosting unique events, networking with influencers, and attending conferences

• Drive relationship planning activities to deliver the full suite of bank solutions

• Maintain sales and pipeline disciplines by keeping information current in relevant systems

Required Qualifications:

• 7+ 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:

• 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

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.  In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. 

• Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 

• Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. 

• Compliance with state law registration and licensing requirements is mandatory. 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. 

• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.

• Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.

• Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

Work Location:

• 10 South Wacker Drive - Chicago, IL

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candid