Principal Mid-Corporate Relationship Manager

About the role

The Principal Mid-Corporate Relationship Manager (MC RM) (P6-ED/MD) serves as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry-specific solutions with Mid-Corporate clients having enterprise impact, high risk, or significant scope. This role supports the Pacific Northwest market as part of the Commercial Bank at Wells Fargo.

Responsibilities

• Serve as an expert advisor to lead and resolve for full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation.
• Engage product organizations to develop client-specific solutions, leverage a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions, and coordinate highly complex activities and resolutions.
• Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company-wide strategies that significantly influence the organization's business and financial operations.
• Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network.
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems.
• Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network.
• Review, understand, and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may 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.
• Provide vision, leadership, and industry expertise regarding Mid-Corporate Relationship Management company-wide strategies that significantly influence the organization's business and financial operations.
• Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network.

Requirements

• 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
• Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents).
• Completion of formal credit training program.
• Established professional network within the city of Pacific Northwest and the surrounding metropolitan area.
• Commercial banking account relationship management for clients with annual revenue of $100MM to $2BD.
• 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.
• Demonstrated experience identifying and mitigating risk, ensuring compliance with processes and procedures.
• Excellent verbal, written, and interpersonal communication skills.

Qualifications

• 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
• Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents).
• Completion of formal credit training program.
• Established professional network within the city of Pacific Northwest and the surrounding metropolitan area.
• Commercial banking account relationship management for clients with annual revenue of $100MM to $2BD.
• 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.
• Demonstrated experience identifying and mitigating risk, ensuring compliance with processes and procedures.
• Excellent verbal, written, and interpersonal communication skills.

Skills

• Expertise in core banking products and services, such as commercial lending and treasury management.
• Strong analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Ability to manage complex and high-risk relationships.
• Knowledge of regulatory requirements and compliance.

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

$215,000.00 - $355,000.00

Schedule

Hybrid work schedule

Location

333 Market Street, San Francisco, CA 94105
999 3rd Ave, Seattle, WA 98104