Jobs · Finance · Georgia

Senior Commercial Banking Relationship Manager

Wells Fargo · Atlanta, GA · 1 mo ago
FinanceFull-time

About This Role

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Atlanta, GA market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfrfjobs.com.

In This Role

You will independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of 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.

Review and Understand

  • Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that 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.

Lead or Resolve Initiatives

  • Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements.

Collaborate and Consult

  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo's business objectives by helping clients navigate Wells Fargo's processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues.

Drive Relationship Planning

  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems.

Sourcing New Clients

  • Partner with Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks.

Support Product Management

  • Support Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively.

Required Qualifications

  • 4+ 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

  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
  • Completion of formal credit training program.
  • Established local network and comprehensive knowledge of the Atlanta, GA market and surrounding areas.
  • 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, 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.

Job Expectations

  • This position is not eligible for Visa sponsorship.
  • Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
  • Athome: Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
  • Employees are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
  • There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Specific Compliance Policies

  • Information will be shared about expectations during the recruitment process.

Travel

  • Ability to travel

Equal Opportunity Employer

  • We Value Equal Opportunity

Drug and Alcohol Policy

  • Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Third-Party Recordings Prohibited

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.

Recruitment and Hiring Requirements

  • Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
  • Athome: Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
  • Employees are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
  • There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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