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Commercial Banking Portfolio Manager at Wells Fargo
McLean, Virginia, USA - Full Time
Skills Needed
Treasury Management, Completion, Underwriting, Change Management, Training, Communication Skills, Risk, Finance
Specialization
Accounting finance or business
Qualification
Graduate
Relationship Banker - Nashville, TN at Wells Fargo
Franklin, Tennessee, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Sales Development, Financial Services, Communication, Compliance, Risk Management, Digital Banking, Mentoring, Consultation, Customer Needs Assessment, Team Objectives, Proactive Approach, Interpersonal Skills, Investment Knowledge
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of assessing customer needs. Desired qualifications include FINRA Series 6 and 63 certifications and strong communication skills.
Experience Required
Minimum 2 year(s)
Commercial Banking Portfolio Manager at Wells Fargo
Boise, Idaho, USA - Full Time
Skills Needed
Training, Change Management, Treasury Management, Finance, Communication Skills, Completion, Risk, Underwriting
Specialization
Accounting finance or business
Qualification
Graduate
Relationship Banker LP Ontario Mills at Wells Fargo
Ontario, CA 91764, USA - Full Time
Skills Needed
Customer Service, Technology, Communication Skills, Coaching, Loss Prevention, Training, Regulations, Business Acumen, Enterprise
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Relationship Banker LP Boulevard 26 at Wells Fargo
Richland Hills, Texas, USA - Full Time
Skills Needed
Business Acumen, Communication Skills, Customer Service, Enterprise, Training, Regulations, Technology, Coaching, Loss Prevention
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Commercial Banking Portfolio Manager at Wells Fargo
Salt Lake City, UT 84111, USA - Full Time
Skills Needed
Underwriting, Finance, Training, Treasury Management, Communication Skills, Completion, Change Management, Risk
Specialization
Accounting finance or business
Qualification
Graduate
Branch Small Business Banker (SAFE) at Wells Fargo
Wilmington, North Carolina, USA - Full Time
Skills Needed
Customer Service, Training, Complex Transactions, Technology, Business Acumen, Loss Prevention
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Banker Southern Connecticut at Wells Fargo
Stamford, Connecticut, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Integrity, Professionalism, Financial Needs Assessment, Service Requests, Credit Applications, Community Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Branch Small Business Banker (SAFE) at Wells Fargo
Fort Worth, Texas, United States - Full Time
Skills Needed
Branch Small Business Banking, Customer Relationship Management, Business Acumen, Financial Services Consultation, Risk Management, Customer Service, Community Engagement, Sales, Problem Solving, Compliance, Mentoring, Technology Education, Relationship Building, Credit Policies, Mobile Banking, Complex Transactions
Specialization
Candidates must have 2+ years of branch small business banking experience or equivalent. Desired qualifications include fluency in Spanish and experience managing a dedicated book of small business customers.
Experience Required
Minimum 2 year(s)
Investment Banking Associate - Power at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Training, Extracurricular Activities, Finance, Internships, Analytical Skills, Investment Banking, Communication Skills
Specialization
Financial accounting and corporate finance
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Personal Banker Southern Westchester at Wells Fargo
Ardsley, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Integrity, Professionalism, Financial Needs Assessment, Service Requests, Credit Applications, Community Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience, with a focus on customer service and handling complex transactions. Desired qualifications include the ability to engage proactively with customers and build strong relationships.
Corporate and Investment Bank COO Associate - Corporate Banking Office at Wells Fargo
New York, New York, USA - Full Time
Skills Needed
Training, Microsoft Excel, Equities, Solution Implementation, Communication Skills, Collaboration, Powerpoint, Problem Analysis, Treasury Management, Financial Performance, Pivot Tables, Investment Banking
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Relationship Banker Northeast Suburban at Wells Fargo
Maplewood, MN 55109, USA - Full Time
Skills Needed
Enterprise, Technology, Business Acumen, Coaching, Regulations, Loss Prevention, Communication Skills, Training, Customer Service
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Senior Premier Banker Upper Manhattan at Wells Fargo
New York, NY 10028, USA - Full Time
Skills Needed
Customer Service, Loss Prevention, Training, Private Banking, Regulations, Investments, Complex Transactions, Technology, Business Acumen, Communication Skills, Brokerage
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Commercial Banking Portfolio Associate at Wells Fargo
New York, New York, USA - Full Time
Skills Needed
Economics, Communication Skills, Commercial Banking, Training, Collaboration, Finance, Analytical Skills, Loan
Specialization
Accounting business economics finance or related field
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Banker Colorado Springs East at Wells Fargo
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Technology Education, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Cash Handling, Problem Resolution, Communication, Sales Skills, Financial Needs Assessment, Service Requests, Credit Applications
Specialization
Candidates must have at least 6 months of customer interaction experience. Desired qualifications include a customer service focus, ability to engage proactively with customers, and experience in building strong relationships.
Relationship Banker - New River Valley at Wells Fargo
Blacksburg, Virginia, USA - Full Time
Skills Needed
Technology, Training, Coaching, Loss Prevention, Business Acumen, Customer Service, Communication Skills, Enterprise, Regulations
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Relationship Banker - Silicon Central at Wells Fargo
San Jose, California, USA - Full Time
Skills Needed
Technology, Enterprise, Customer Service, Regulations, Coaching, Communication Skills, Business Acumen, Loss Prevention, Training
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Relationship Banker LP Sierra Crossroads at Wells Fargo
Fontana, California, USA - Full Time
Skills Needed
Instructions, Evaluations, Benefits Management, Coaching, Accountability, Thinking Skills, Collaboration, Small Business, Regulations, Training, Technology, Loss Prevention, Hiring, Financial Services
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Relationship Banker Downtown Los Angeles at Wells Fargo
Los Angeles, CA 90017, USA - Full Time
Skills Needed
Hiring, Collaboration, Instructions, Loss Prevention, Financial Services, Accountability, Evaluations, Benefits Management, Coaching, Training, Regulations, Technology, Thinking Skills, Small Business
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Commercial Banking Portfolio Manager at Wells Fargo
McLean, Virginia, USA -
Full Time


Start Date

Immediate

Expiry Date

23 Nov, 25

Salary

0.0

Posted On

23 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Treasury Management, Completion, Underwriting, Change Management, Training, Communication Skills, Risk, Finance

Industry

Financial Services

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:

  • 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
  • Completion of a formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience developing and maintaining external and internal partnerships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor’s degree in accounting, finance, or busines
Responsibilities

Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role, you will:

  • Research complex credit investigations and diverse credit information for loans
  • Identify opportunity for process improvements within scope of responsibilities or functional area
  • Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
  • Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

  • 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
  • Completion of a formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience developing and maintaining external and internal partnerships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor’s degree in accounting, finance, or business

Job Expectations:

  • Ability to work a hybrid work schedule 4 days in office, 1 day remote
  • Position can report to any of the posted locations
  • No Visa Sponsorship available
  • 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 5% of the time

Job Locations:

  • 550 S. Tryon St., Charlotte, NC
  • 1751 Pinnacle Dr., McLean, VA
  • 1021 E Cary St., Richmond, VA
Commercial Banking Portfolio Manager at Wells Fargo
McLean, Virginia, USA - Full Time
Skills Needed
Treasury Management, Completion, Underwriting, Change Management, Training, Communication Skills, Risk, Finance
Specialization
Accounting finance or business
Qualification
Graduate
Relationship Banker - Nashville, TN at Wells Fargo
Franklin, Tennessee, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Sales Development, Financial Services, Communication, Compliance, Risk Management, Digital Banking, Mentoring, Consultation, Customer Needs Assessment, Team Objectives, Proactive Approach, Interpersonal Skills, Investment Knowledge
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of assessing customer needs. Desired qualifications include FINRA Series 6 and 63 certifications and strong communication skills.
Experience Required
Minimum 2 year(s)
Commercial Banking Portfolio Manager at Wells Fargo
Boise, Idaho, USA - Full Time
Skills Needed
Training, Change Management, Treasury Management, Finance, Communication Skills, Completion, Risk, Underwriting
Specialization
Accounting finance or business
Qualification
Graduate
Relationship Banker LP Ontario Mills at Wells Fargo
Ontario, CA 91764, USA - Full Time
Skills Needed
Customer Service, Technology, Communication Skills, Coaching, Loss Prevention, Training, Regulations, Business Acumen, Enterprise
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Relationship Banker LP Boulevard 26 at Wells Fargo
Richland Hills, Texas, USA - Full Time
Skills Needed
Business Acumen, Communication Skills, Customer Service, Enterprise, Training, Regulations, Technology, Coaching, Loss Prevention
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Commercial Banking Portfolio Manager at Wells Fargo
Salt Lake City, UT 84111, USA - Full Time
Skills Needed
Underwriting, Finance, Training, Treasury Management, Communication Skills, Completion, Change Management, Risk
Specialization
Accounting finance or business
Qualification
Graduate
Branch Small Business Banker (SAFE) at Wells Fargo
Wilmington, North Carolina, USA - Full Time
Skills Needed
Customer Service, Training, Complex Transactions, Technology, Business Acumen, Loss Prevention
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Banker Southern Connecticut at Wells Fargo
Stamford, Connecticut, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Integrity, Professionalism, Financial Needs Assessment, Service Requests, Credit Applications, Community Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Branch Small Business Banker (SAFE) at Wells Fargo
Fort Worth, Texas, United States - Full Time
Skills Needed
Branch Small Business Banking, Customer Relationship Management, Business Acumen, Financial Services Consultation, Risk Management, Customer Service, Community Engagement, Sales, Problem Solving, Compliance, Mentoring, Technology Education, Relationship Building, Credit Policies, Mobile Banking, Complex Transactions
Specialization
Candidates must have 2+ years of branch small business banking experience or equivalent. Desired qualifications include fluency in Spanish and experience managing a dedicated book of small business customers.
Experience Required
Minimum 2 year(s)
Investment Banking Associate - Power at Wells Fargo
Charlotte, North Carolina, USA - Full Time
Skills Needed
Training, Extracurricular Activities, Finance, Internships, Analytical Skills, Investment Banking, Communication Skills
Specialization
Financial accounting and corporate finance
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Personal Banker Southern Westchester at Wells Fargo
Ardsley, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Integrity, Professionalism, Financial Needs Assessment, Service Requests, Credit Applications, Community Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience, with a focus on customer service and handling complex transactions. Desired qualifications include the ability to engage proactively with customers and build strong relationships.
Corporate and Investment Bank COO Associate - Corporate Banking Office at Wells Fargo
New York, New York, USA - Full Time
Skills Needed
Training, Microsoft Excel, Equities, Solution Implementation, Communication Skills, Collaboration, Powerpoint, Problem Analysis, Treasury Management, Financial Performance, Pivot Tables, Investment Banking
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Relationship Banker Northeast Suburban at Wells Fargo
Maplewood, MN 55109, USA - Full Time
Skills Needed
Enterprise, Technology, Business Acumen, Coaching, Regulations, Loss Prevention, Communication Skills, Training, Customer Service
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Senior Premier Banker Upper Manhattan at Wells Fargo
New York, NY 10028, USA - Full Time
Skills Needed
Customer Service, Loss Prevention, Training, Private Banking, Regulations, Investments, Complex Transactions, Technology, Business Acumen, Communication Skills, Brokerage
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Commercial Banking Portfolio Associate at Wells Fargo
New York, New York, USA - Full Time
Skills Needed
Economics, Communication Skills, Commercial Banking, Training, Collaboration, Finance, Analytical Skills, Loan
Specialization
Accounting business economics finance or related field
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Personal Banker Colorado Springs East at Wells Fargo
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Technology Education, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Cash Handling, Problem Resolution, Communication, Sales Skills, Financial Needs Assessment, Service Requests, Credit Applications
Specialization
Candidates must have at least 6 months of customer interaction experience. Desired qualifications include a customer service focus, ability to engage proactively with customers, and experience in building strong relationships.
Relationship Banker - New River Valley at Wells Fargo
Blacksburg, Virginia, USA - Full Time
Skills Needed
Technology, Training, Coaching, Loss Prevention, Business Acumen, Customer Service, Communication Skills, Enterprise, Regulations
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Relationship Banker - Silicon Central at Wells Fargo
San Jose, California, USA - Full Time
Skills Needed
Technology, Enterprise, Customer Service, Regulations, Coaching, Communication Skills, Business Acumen, Loss Prevention, Training
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Relationship Banker LP Sierra Crossroads at Wells Fargo
Fontana, California, USA - Full Time
Skills Needed
Instructions, Evaluations, Benefits Management, Coaching, Accountability, Thinking Skills, Collaboration, Small Business, Regulations, Training, Technology, Loss Prevention, Hiring, Financial Services
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Relationship Banker Downtown Los Angeles at Wells Fargo
Los Angeles, CA 90017, USA - Full Time
Skills Needed
Hiring, Collaboration, Instructions, Loss Prevention, Financial Services, Accountability, Evaluations, Benefits Management, Coaching, Training, Regulations, Technology, Thinking Skills, Small Business
Qualification
Graduate
Experience Required
Minimum 2 year(s)
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