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Wells Fargo · 1 day ago

Principal Commercial Banking Relationship Manager

ORLANDO, FL

Full-time

Hybrid

Lead/Staff

10+ years exp

Wells Fargo is a leading financial services company, and they are seeking a Principal Commercial Banking Relationship Manager for their Healthcare, Higher Education and Non-Profit division. The role involves leading a team in sourcing new clients and managing complex client relationships while providing industry expertise and strategic solutions.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Act as a HHN subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic 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

Identify opportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management

Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives

Strategically offer the full suite of product solutions to meet clients’ needs including credit, treasury management, liquidity and capital markets

Sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service

Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Qualification

Commercial Banking ExperienceRelationship ManagementHealthcare Industry KnowledgeClient Relationship DevelopmentRisk ManagementCommunication SkillsLeadership SkillsStrategic ThinkingTeam Collaboration

Required

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