Early-Stage Technology Banker - Lead Commercial Banking Relationship Manager

About this role:

Wells Fargo’s Specialized Industries Technology Banking Group is seeking an Early-Stage Technology Banker - Lead Commercial Banking Relationship Manager to expand our team in Boston, MA. Learn more about the career areas and lines of business at www.wellsfargo.com/careers.

In this role, you will:

• Independently acquire, retain, and grow early-stage technology 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

• Review, understand, and offer the full suite of solutions offered by Wells Fargo to technology companies to meet client’s 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 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

• Represent Wells Fargo Technology Banking Group in conference and forums to drive visibility and awareness of our capabilities

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:

• Understands commercial banking segments, technology, venture capital ecosystem and risks for companies within the Technology industry, including pre-profit VC-backed companies

• Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients

• Account relationship management experience and treasury management product knowledge

• Experience developing external and internal partnerships

• Existing in-market network and trusted technology industry relationships-operational, C-suite and/or board levels

• Effective organizational, multi-tasking, and prioritizing skills                         

• Commercial credit acumen or commercial underwriting experience

• Complex Treasury Management product knowledge

• Bachelor’s and/or Master’s degree preferred

Job expectations: 

• 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 

#commercialbanking 

Location: 

• 125 High Street