Jobs · Finance · Arizona

Commercial Banking Relationship Management Senior Manager

Wells Fargo · Scottsdale, AZ · 4 wk ago
FinanceFull-time

This role supports the Scottsdale, AZ market as part of the Commercial Bank, focusing on clients with annual revenue of $25MM to $100MM.

Responsibilities

  • Act as an advisor to determine appropriate strategy and actions of the team to guide, influence, develop, retain, and grow moderately complex client relationships by understanding client needs and priorities, responding quickly, communicating proactively, managing expectations, and soliciting feedback.
  • Manage and develop a team of relationship managers with moderate complexity and risk in Commercial Banking, focusing on structuring, modifying, and renewing complex cash flow, real estate loans, and industry-specific solutions. Lead financial analysis, client presentations, and stakeholder engagement.
  • Identify and recommend opportunities for process improvement and risk control development within the function and across Commercial Banking Relationship Management.
  • Determine appropriate strategy and actions for the relationship management team to meet moderate to high-risk deliverables; interpret and develop policies and procedures for functions with moderate complexity.
  • Collaborate with and influence professionals at all levels, including senior managers, interact directly with clients, represent the company externally, and lead a team to resolve client issues while achieving Wells Fargo's business objectives.
  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives; develop and guide a culture of talent development, including mentoring less experienced individuals.
  • Lead team in driving relationship planning activities and maintain sales and pipeline disciplines by keeping information current in relevant systems.
  • Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs, enabling companywide strategies that influence the organization's business and financial operations.
  • Lead the team in offering the full suite of solutions to meet clients' needs by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions.
  • Support Business Development Representatives in sourcing new Commercial Banking clients, focusing on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service.

Requirements

  • 7+ years of Commercial Banking Relationship Management or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 3+ years of management or leadership experience.

Qualifications

  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
  • Completion of a formal credit training program.
  • Commercial banking account relationship management experience for clients with annual revenue of $25MM to $100MM.
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects.
  • Demonstrated experience generating new client relationships and building and retaining long-term client relationships.
  • Experience developing and maintaining external and internal partnerships.
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures.
  • Excellent verbal, written, and interpersonal communication skills.

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.
  • Ability to travel as needed.

Location: 8601 N Scottsdale Road, Scottsdale, AZ 85253

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