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Senior Lead Commercial Banking Relationship Manager

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities, you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

About this role:

Wells Fargo is seeking a Senior Lead Commercial Relationship Manager to grow the DFW/North Texas Middle Market Banking team. Learn more about the career areas and lines of business at wellsfargojobs.com


In this role, you will:

  • Focus on intentional MM customer selection to grow the business
  • Employ customer contact strategies focused on generating complete C&I relationships (if in a specialty banking group other areas of focus may apply)
  • Engage in proactive customer contact activities aligned with MMB Standards of Care
  • Acquire, deepen, and retain customer relationships through a disciplined approach to customer outreach
  • Build complete, cross product relationships with core C&I customers
  • Develop complete customer relationships where Wells Fargo is the primary/sole bank
  • Add value to customer relationships by delivering proactive strategic guidance, insights and thought leadership
  • Fully leverage CRM to manage customer and prospect relationships
  • Create and maintain complete relationship records for customers
  • Record calling and customer engagement activity timely and accurately
  • Maintain a disciplined approach to pipeline management
  • Engage and consult with partner groups to recommend best fit solutions
  • Build strong, collaborative internal partnerships


Required Qualifications:

  • 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


Desired Qualifications:

  • Commercial account relationship management experience
  • Established network in local and surrounding areas
  • Existing local in-market network to fuel business development
  • Comprehensive knowledge and understanding of core banking products: deposits, commercial credit, and treasury
  • Credit acumen demonstrated through education
  • Experience with moderately 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
  • 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
  • Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance

Job Expectations:

  • Ability to travel up to 10% of the time
  • This position is not eligible for Visa sponsorship.
  • Position will report to: 1445 Ross Ave., Dallas, TX; 14241
    Dallas Parkway, Dallas, TX; 201 Main Street, Fort Worth, TX

#commercialbanking

Posting End Date: 

6 Oct 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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. They 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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

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

Wells Fargo Recruitment and Hiring Requirements:

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

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


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