Lead Commercial Banking Relationship Manager at Wells Fargo
Fort Lauderdale, FL 33301, USA -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

0.0

Posted On

20 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Completion, Commercial Banking, Training, Loan Servicing, Sales Performance, Communication Skills, Interest Rates, Risk

Industry

Banking/Mortgage

Description

APPLICANTS WITH DISABILITIES

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

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

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:

  • Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM
  • Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
  • Experience leveraging Treasury Management products and services
  • Established local in-market network with demonstrated knowledge of the South Florida market
  • Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
  • Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues
  • Experience consistently delivering strong sales performance
  • Excellent verbal, written, and interpersonal communication skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Completion of formal credit training program
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationship
Responsibilities

Wells Fargo is seeking a Lead Commercial Banking Relationship to join our team in the South Florida Market, supporting business clients that have sales revenue up to $100MM. Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:

  • Develop, retain, and grow complex client relationships through 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
  • Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
  • Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and 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
  • Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
  • Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; 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 and recommendations to leadership 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:

  • Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM
  • Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
  • Experience leveraging Treasury Management products and services
  • Established local in-market network with demonstrated knowledge of the South Florida market
  • Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
  • Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues
  • Experience consistently delivering strong sales performance
  • Excellent verbal, written, and interpersonal communication skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Completion of formal credit training program
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • Ability to travel up to 10% of the time

CommercialBanking

Location:

  • 350 E Las Olas Blvd- FORT LAUDERDALE, FL 33301
  • 525 Okeechobee Blvd Ste 700- WEST PALM BEACH, FL 33401
  • 1675 N Military Trail- BOCA RATON, FL 33486
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