Lead Commercial Banking Relationship Manager

About this role:

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager supporting clients that have annual sales revenue up to $100MM, to join our Dallas, TX and Fort Worth, TX team. Our goal is to drive growth by sourcing new relationships, building a strong portfolio and delivering tailored solutions through proactive, high-energy business development.  Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:

• 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
• Develop, retain, and grow 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 transactions
• Review, understand, and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet 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; serve as a mentor for less experienced colleagues

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:

• Proven track record and experience in direct sourcing and prospecting new clients
• In market business development experience or proven ability to develop and execute a business development strategy
• Experience building relationships with community organizations and key community influencers
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Commercial Banking account relationship management experience within the Emerging Middle Market segment ($25MM-$100MM annual sales revenue)
• Completion of formal credit training program
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Strong organizational, multi-tasking, and prioritizing skills
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills
• Experience consistently delivering strong sales performance

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

#CommercialBanking

Location:

• 14241 Dallas Pkwy S