Wells Fargo · 13 hours ago
Senior Lead Commercial Banking Relationship Manager
St. Petersburg, FL
Full-time
Onsite
Senior Level, Lead/Staff
7+ years expWells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the West Florida market as part of the Commercial Bank. The role involves cultivating complex client relationships, providing expert financial analysis, and leading enterprise-level solution strategy to enhance client delivery and operational excellence.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Cultivate, expand, and steward complex client relationships by applying advanced relationship management expertise. Demonstrate deep understanding of client needs and financial priorities, proactively shaping strategy, anticipating challenges, calibrating expectations, and delivering thoughtful, data-driven insights that influence key financial decision makers
Serve as a senior advisor to executive leadership in the structuring, modification, and renewal of sophisticated credit solutions, including cash flow facilities, real estate financing, and specialized industry offerings. Provide expert financial analysis, guide deal strategies, present recommendations to clients, and coordinate with cross-functional stakeholders to drive optimal outcomes
Lead enterprise-level solution strategy for Wells Fargo's full suite of complex commercial banking capabilities. Leverage deep knowledge of client business models, strategic objectives, operational frameworks, and financial performance to architect tailored solutions by partnering with product leaders and functional experts across the firm
Provide vision, direction, and subject-matter expertise to senior leadership regarding the implementation of innovative, high-impact business initiatives within the Commercial Banking Relationship Management organization. Shape cross-functional and companywide strategies that enhance client delivery, operational excellence, and long-term commercial growth
Engage strategically across all levels of the enterprise to strengthen processes, enhance risk controls, and resolve high-stakes client issues while advancing Wells Fargo's business objectives. Represent the company externally as a senior relationship leader and serve internally as a trusted advisor and mentor to emerging talent
Oversee relationship planning and execution by guiding long-term account strategy, ensuring disciplined pipeline management, and maintaining accurate, insight-driven documentation within core systems to support forecasting and enterprise visibility
Partner with Business Development Representatives to strategically identify and cultivate new commercial banking opportunities. Leverage established networks and industry relationships to expand market presence and accelerate business acquisition
Collaborate with Commercial Lending Product Management to shape product strategy and inform leadership on evolving client and market needs. Influence the innovation, design, and deployment of credit solutions-including cross-functional or enterprise-wide initiatives-to drive competitive advantage and client success
Qualification
Required
7+ 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
Extensive command of core commercial banking solutions, including complex commercial lending structures, treasury management platforms, and integrated financial services that support commercial and large corporate clients
Completion of a formal credit training program, demonstrating advanced proficiency in credit risk assessment, financial analysis, and deal structuring
Established professional network within West Florida and the surrounding areas
Proven history managing high-value commercial relationships within the $25MM to $100MM revenue segment, consistently delivering strategic advice and tailored financial solutions to sophisticated clients
Demonstrated ability to collaborate across the enterprise, effectively mobilizing cross functional partners to deliver a unified, client centric experience that strengthens institutional relationships
Established history of driving new business growth, including sourcing, securing, and expanding long term client relationships through strategic engagement and deep market knowledge
Strong capability in cultivating and sustaining executive level internal and external partnerships, leveraging influence, credibility, and industry networks to advance business objectives
Expertise in identifying, mitigating, and escalating risks, ensuring full adherence to compliance expectations, operational controls, and enterprise-wide governance standards
Exceptional communication and executive presence, with advanced verbal, written, and interpersonal skills that effectively engage senior leadership, clients, and external stakeholders
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
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