Lead Commercial Banking Relationship Manager jobs at Wells Fargo in United States, Houston

In this role, you will:

• Participate in Mid-Corporate Portfolio Management assignments; identify opportunity for process improvements within scope of responsibilities or functional area

• Review and analyze complex business, operational and technical assignments or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment to guide medium risk deliverables

• Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise in the Mid-Corporate Portfolio Management function including policies, procedures and compliance requirements

• Collaborate and consult with Mid Corporate Portfolio Management peers, colleagues, internal stakeholders as well as internal and external customers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• 2+ years of credit underwriting experience

• Proven advanced analytical skills in performing in depth financial statement review

• Advanced Microsoft Office skills, including using Excel for financial analysis and projection modeling

• Demonstrated attention to detail and organizational skills while working in a high paced environment

• Bachelor’s degree in accounting, finance, or business

• Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with partners both in person and remotely

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• 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 up to 5% of the time

Location:

• 1000 Louisiana Street - Houston, Texas 77002

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• Position will be responsible for visiting customers and prospects outside of the branch location with an assigned market/geography.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• 1000 Louisiana St.Houston, TX 77002

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Function as the technical expert for the product during cross-team collaborative efforts and planning

• Identify and recommend opportunities for driving resolution of technology roadblocks including code, build and deployment while also managing overall software development cycle and security standards

• Ensure systems are monitored to increase operational efficiency and managed to mitigate risk

• Lead, design, develop, test and implement applications and system components, tools and utilities, models, simulation, and analytics to manage complex business functions using sophisticated technologies

• Resolve coding, testing and escalated platform issues of a technically challenging nature

• Lead team to ensure compliance and risk management requirements for supported area are met and work with other stakeholders to implement key risk initiatives

• Partner with production support and platform engineering teams effectively

• Interact directly with third party vendors and technology service providers

Required Qualifications:

• 5+ years of Specialty Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 5+ years of experience with Java development.

Desired Qualifications:

• Working knowlege of OpenLink Endur trading platform

• Working knowledge with tools required for regression test automation

• Experience in capital markets business and processes

• Working knowledge on Agile best practices

• Experience with Javscript/Reactjs is nice to have.

• Experience with middleware messaging technologies like Solace, Tibco RV, etc.

• Experience with caching technologies such as Coherence, MongoDB, Redis, etc.

• Experience with event processing technologies such as Apache Storm, Apache Flink, etc.

Job Expectations:

• Position offers a hybrid work schedule
• Relocation assistance is not available for this position

1000 Louisiana St, HOUSTON, TX 77002

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Drive strategic customer selection by targeting companies with annual revenues up to $100 million, ensuring alignment with growth goals and market potential
• Develop, retain, and grow complex 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
• Proven ability to develop and grow client relationships through a well-established professional network in Houston and the broader regional market, supporting targeted business development and client acquisition efforts
• Execute proactive customer engagement strategies to build comprehensive C&I relationships
• Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
• Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
• Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; 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 and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

• 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

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Proven experience managing commercial banking relationships with a focus on client growth and retention
• Advanced knowledge of treasury management products, sales, and structuring
• Strong in-market presence with an established network to support business development efforts
• Completion of formal credit training program
• Commercial banking account relationship management experience for clients with annual revenue up to $100MM
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• 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

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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 up to 10% of the time

Location:

• 100 Louisiana- Houston, TX 77002
• 21 Waterway Avenue- The Woodlands, TX 77380

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Position Summary:

Examples of common transaction structures include physical trading, park and loans, term supply and/or offtake transactions, prepays, intermediations, OTC financial swaps and options, energy reserve securitizations, and asset management agreements.

In This Role, You Will:

• Be part of the Markets Division in Houston which encompasses trading, sales relationships, and client pricing
• Perform daily risk management duties for all aspects of the physical natural gas portfolio
• Exhibit strong analytical and quantitative skills. Be able to work well under pressure and be part of a global team
• Work with the wider commodities trading team to develop and implement trading and risk management strategies and compete for client business
• Help build analytical tools that improve our risk management capabilities and customer engagement
• Be able to build a franchise by fostering current customer relationships and onboarding new prospects

Required Qualifications:

• 5+ years of experience in capital markets or industry experience within the specific sector of the position, or a combination of both

Desired Qualifications:

• 6+ years of physical natural gas trading, origination, and/or marketing experience
• Experience with trading physical commodities within the financial services industry
• Proven history of successful trading book management
• Knowledge and understanding of business development: business vision, strategies, and goals
• Strong, clear and concise written and oral communication skills
• Advanced analytical and numerical competency
• Experience building partnerships and consulting effectively with leadership
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Job Expectations:

• This position is eligible for a discretionary bonus, restricted share rights, and other long-term incentive awards, which may be a significant component of the total compensation package
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead or participate in relationship management and business development

• Represent the bank in developing, growing and maintaining client relationships with critical and complex clients

• Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms

• Participate with relationship managers and management in the completion of major transactions for strategic clients

• Originate, structure and/or aide in the execution of transactions related to investment banking, traditional corporate lending or other credit related products

• Demonstrate a strategic and consultative approach with client

• Identify opportunities and organize the right internal partners and team to form the relationship team

• Strategically collaborate and consult with peers and managers to resolve issues and achieve goals

• Lead projects, teams, or serve as a peer mentor in addition to involvement with the training of junior staff

• Have responsibility for a portfolio of approximately 20+ names across the Energy group

Required Qualifications:

• 5+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Specific experience in the Energy Industry, ideally with prior experience working in Oil and Gas

• Experience originating, structuring, and executing transactions related to corporate banking, other credit related products equity or venture capital investing

• Excellent verbal, written and interpersonal communication skills

• Strong analytical skills with high attention to detail and accuracy

• Strong accounting skills and ability to analyze financial statements

• Relationship management or some client-facing experience

• Ability to work independently in a fast paced, deadline driven team environment

Job Expectations:

• Ability to travel up to 40% of the time. This individual will be traveling approximately 2 days a week between Dallas and Houston TX and occasionally Tulsa, OK.

• Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

• Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to customers
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
• A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• This position is not eligible for Visa sponsorship

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Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.