Executive Director, ESOP Advisory Senior Lead Relationship Manager - Eastern US
About the role
Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank.
Responsibilities
- Develop, retain, and grow complex to highly complex client relationships through relationship management, understanding client needs and financial decision makers, responding quickly, communicating proactively, managing expectations, and soliciting feedback
- Act as an advisor to senior leadership to structure, modify, and renew highly complex cash flow, real estate loans, and industry-specific solutions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients, engaging product organizations to develop client-specific solutions and leveraging 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 business objectives, and represent the company externally; serve as an expert advisor to leadership and 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
Requirements
- 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education
Qualifications
- 3+ years of ESOP related sales or advisory experience
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- 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
- 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
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Pay
$159,000.00 – $305,000.00 (base pay range; may vary depending on factors including prior performance, skills, experience, or work location; incentive opportunities may also be available)
Schedule
Hybrid work schedule; ability to travel within assigned territory as needed.
Locations: 83 Wooster Heights, Danbury, CT 06810; 171 St NW Bldg. 100, Atlanta, GA 30363; 10 S Wacker Dr, Chicago, IL 60606; 3 Bethesda Metro Center Fl 4, Bethesda, MD 20814; 461 From Rd, Paramus, NJ 07652; 150 E 42nd St, New York, NY 10017; 550 S Tryon St, Charlotte, NC 28202; 100 N 18th St, Philadelphia, PA 19103; 401 Las Colinas Blvd W Bldg. B, Irving, TX 75039; 1751 & 1753 Pinnacle Dr, McLean, VA 22102; 1700 K St NW, Washington, DC 20006; 90 S 7th St, Minneapolis, MN 55402