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Senior Lead Commercial Banking Relationship Manager
Company | Wells Fargo |
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Location | White Plains, NY, USA |
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Salary | $144400 – $300000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Senior, Expert or higher |
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Requirements
- 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
Responsibilities
- Develop, retain, and grow complex to highly 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; act as an advisor to guide and influence others in growing relationships
- Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, owner-occupied real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for a full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
- Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and 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
- Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
Preferred Qualifications
- Commercial account relationship management experience
- Comprehensive knowledge and understanding of core banking products: deposits, commercial credit, and treasury
- Possesses strong credit acumen
- Experience with complex credit and debt structure
- Comprehensive experience in negotiating interest rates, price, terms, and collateral requirements
- Sales pipeline management experience
- Comprehensive knowledge and understanding of Risk Management
- Experience consistently delivering strong sales performance and new business development
- Excellent verbal, written, and interpersonal communication skills
- Effective time management and organization skills
- Self-starter who takes initiative and works independently with minimal supervision
- Ability to build and maintain solid working relationships with internal partners