Senior Commercial Banking Relationship Manager - Sponsor at Wells Fargo
Los Angeles, California, USA -
Full Time


Start Date

Immediate

Expiry Date

22 Nov, 25

Salary

224000.0

Posted On

23 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Deposits, Financial Statements, Commercial Banking, Training, Accountability, Communication Skills, Financial Modeling, Finance

Industry

Banking/Mortgage

Description

PAY RANGE

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00

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:

  • 4+ 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:

  • Intermediate knowledge and understanding of core commercial banking and investment products: deposits, commercial credit, and treasury
  • Experience with underwriting complex credit and debt structure
  • Foundational ability to interpret financial statements, summarize findings and structure credit transactions
  • Experience working with financial modeling
  • Ability to work in a fast-paced deadline driven environment
  • Demonstrated high level of initiative and accountability
  • Ability to build and maintain productive working relationships with internal partners
  • Intermediate Microsoft Office skills
  • Bachelor’s degree in finance, accounting, or related business degree
  • Excellent verbal, written, and interpersonal communication skill
Responsibilities

Wells Fargo Commercial Banking Middle Market Group is seeking a Senior Relationship Manager for our Sponsors group. Middle Market Banking provides comprehensive financial services to commercial customers primarily with annual sales from $25 million to $2 billion. With locations in the United States and Canada, we help customers grow, add jobs, and succeed. The Sponsors group aligns dedicated coverage and credit teams with private equity sponsors and certain family offices within Commercial Banking. Sponsor Coverage RMs are the single point of contact for sponsors, coordinating across all Wells Fargo business groups and within Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com .

In this role, you will:

  • Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and database management. Provide periodic guidance to junior associate supporting the broader sponsors team
  • Independently develop, retain, and grow complex client relationships and 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.
  • Lead or participate in the structuring, modification, and renewal of complex capital markets transactions, 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
  • Prepare screening memos to be shared with senior partners around capital markets related transactions
  • Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial and investment banking clients to meet those 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:

  • 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:

  • Intermediate knowledge and understanding of core commercial banking and investment products: deposits, commercial credit, and treasury
  • Experience with underwriting complex credit and debt structure
  • Foundational ability to interpret financial statements, summarize findings and structure credit transactions
  • Experience working with financial modeling
  • Ability to work in a fast-paced deadline driven environment
  • Demonstrated high level of initiative and accountability
  • Ability to build and maintain productive working relationships with internal partners
  • Intermediate Microsoft Office skills
  • Bachelor’s degree in finance, accounting, or related business degree
  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • Ability to travel up to 10% of the time
  • 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.

CommercialBanking

Location:

  • 150 East 42nd Street - New York, New York 10001
  • 550 South Tryon Street - Charlotte, North Carolina 28202
  • 1800 Century Park East - Los Angeles, California 90067
  • 333 South Grand Avenue - Los Angeles, California 90071
  • 3 Bethesda Metro Center - Bethesda, Maryland 20814
  • 1000 Louisiana Street - Houston, Texas 77002
  • 10 S Wacker Drive - Chicago, Illinois 60606
  • 125 High Street - Boston, Massachusetts 02110
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