About This Role
This senior position on Wells Fargo's Specialized Industries - Healthcare team is for a relationship manager in commercial banking. The role involves developing, retaining, and growing client relationships, leading a team, and structuring various financial solutions for moderately complex clients.
Responsibilities
- Independently, and in collaboration with Senior Relationship Managers on the team, develop, retain, and grow moderately complex client relationships and lead the team
- Leverage 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 moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking
- Analyze financials, present to clients, coordinate with internal stakeholders, and partner with senior peers to execute more complex transactions
- 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
- Engage product organizations to develop client specific solutions
- Leverage 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
- Leverage 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
- Help clients navigate Wells Fargo’s processes, escalate client inquiries when needed, and identify and recommend 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
Requirements
- 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
