Lead Commercial Banking Relationship Manager - Technology Banking
at Wells Fargo
Denver, Colorado, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 03 Oct, 2024 | USD 197500 Annual | 04 Jul, 2024 | N/A | Sales Strategy,Venture Capital,Technology,Product Knowledge,Training | No | No |
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Contract to Hire – Corp 2 Corp |
Description:
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.
APPLICANTS WITH DISABILITIES
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Required Qualifications:
- 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio
Desired Qualifications:
- Understands commercial banking segments, technology, venture capital and risks for companies within the Technology industry, including pre-profit VC-backed companies
- Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients
- Account relationship management experience and treasury management product knowledge
- Experience developing external and internal partnerships
- Existing in-market network and trusted technology industry relationships-operational, C-suite and/or board levels
- Effective organizational, multi-tasking, and prioritizing skills
- Commercial credit acumen or commercial underwriting experience
- Complex Treasury Management product knowledge
- Bachelor’s and/or Master’s degre
Responsibilities:
Wells Fargo’s Specialized Industries Technology Banking Group is seeking two (2) Lead Relationship Managers to expand our team in Denver, CO.
EARLY STAGE - Lead Commercial Relationship Manager has the primary responsibilities for new client acquisition, client relationship management, and driving revenue generation opportunities for tech businesses with typically less than $25MM in equity capital raise.
GROWTH STAGE - Lead Commercial Relationship Manager has the primary responsibilities for new client acquisition, client relationship management, and driving revenue generation opportunities for tech businesses with typically greater than $25MM in equity capital raise.
Learn more about the career areas and lines of business at www.wellsfargo.com/careers .
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, 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
- 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 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 activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with 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:
- 5+ 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:
- Understands commercial banking segments, technology, venture capital and risks for companies within the Technology industry, including pre-profit VC-backed companies
- Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients
- Account relationship management experience and treasury management product knowledge
- Experience developing external and internal partnerships
- Existing in-market network and trusted technology industry relationships-operational, C-suite and/or board levels
- Effective organizational, multi-tasking, and prioritizing skills
- Commercial credit acumen or commercial underwriting experience
- Complex Treasury Management product knowledge
- Bachelor’s and/or Master’s degree
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Banking/Mortgage
Banking / Insurance
BFSI
Graduate
Proficient
1
Denver, CO, USA