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Wells Fargo · 1 day ago

Lead Commercial Banking Relationship Manager

Birmingham, AL

Full-time

Onsite

Senior Level

5+ years exp

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join their team, focused on serving companies across Alabama and Mississippi. The role involves driving business development, building client relationships, and delivering strategic guidance to enhance client partnerships.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Drive strategic customer selection by focusing on companies with annual revenues typically up to $100 million, aligning with growth objectives and market opportunity

Proven ability to develop and grow client relationships through a well-established professional network in markets across Alabama and Mississippi, supporting targeted business development and client acquisition efforts

Execute proactive customer engagement strategies to build comprehensive C&I relationships

Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach

Build comprehensive, cross-product relationships with core C&I prospective clients to drive long-term value

Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships

Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships

Leverage CRM tools effectively to manage and track customer and prospect interactions

Maintain accurate and complete relationship records to ensure visibility and continuity across teams

Document client engagement and calling activity in a timely and precise manner

Apply a disciplined approach to pipeline management to drive consistent business development results

Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs

Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions

Qualification

Commercial Banking ExperienceCredit ExpertiseClient Relationship ManagementCore Banking Products KnowledgeSales Pipeline ManagementInterpersonal CommunicationTime ManagementOrganizational SkillsSelf-Motivated

Required

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

Preferred

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

Completion of formal credit training program

Commercial banking account relationship management experience for companies with annual revenues typically up to $100 million

Established local in-market network with demonstrated knowledge of markets across Alabama and Mississippi

Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Ability to drive new client acquisition by partnering across teams to cross-sell solutions, prioritize prospects, develop pursuit strategies, craft proposals, and lead onboarding through successful conversion

Experience identifying and mitigating risk, ensuring compliance with processes and procedures

Proven experience managing commercial banking relationships with a focus on client growth and retention

Excellent verbal, written, and interpersonal communication skills

Strong time management, organizational, and prioritization skills

Self-motivated and able to work independently with minimal supervision

Proven ability to build and maintain effective internal partnerships across functional teams

History of successful sales pipeline management and consistent performance

Strong in-market presence with an established network to support business development efforts