דרושים Lead Commercial Banking Business Development Representative ב-Wells Fargo ב-United States, Portland
Wells Fargo Senior Lead Commercial Banking Relationship Manager United States, Oregon, Portland
About this role:
Lead CommercialRelationship Managerfor clients with annual revenue of$100MM to $2Bsupporting the
In this role youwill:
retain, and grow complex tohighly complexclient 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, andsolicitingfeedback; act as an advisor to guide and influence others in growing relationships
Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal ofhighly complexcash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Provide vision, direction, andexpertise
objectives
Drive relationship planning activities to deliver the full suite of solutions andmaintainsales and pipeline disciplines by keeping information current in relevant systems
Strategically 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, direction, andexpertise
Required Qualifications:
7+ years of Commercial Banking Relationship Management experience, or equivalentdemonstratedthrough 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,suchascommercial lendingand treasury management
Completion of formal credit training program
Commercial banking account relationship management experiencefor clients with annual revenue of$100MM to $2B.
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships,buildingandretaininglong-term client relationships
Experience developing andmaintainingexternal and internal partnerships
identifyingand mitigatingrisk, ensuring compliance with processes andprocedures
Excellent verbal, written, and interpersonal communication skills
Job expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may applyregardingoutside 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
*Job posting may come down early due to volume of applicants.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
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.
משרות נוספות שיכולות לעניין אותך
Wells Fargo Lead Commercial Banking Business Development Representative United States, Oregon, Portland
About this role:
Middle Marketsupporting the Pacific Northwest
In this role youwill:
leveragingbusiness tools, and applying market insights toidentifyareas of opportunity
Review and analyze complex, multi-faceted or larger scale prospects’ needs and Wells Fargo’s offerings, considering profitability and risk to Commercial Banking
Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues
and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships
Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect
Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects
Required Qualifications:
5+ years of Commercial Banking Business Development experience, or equivalentdemonstratedthrough 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 treasurymanagement
Completion of formal credit training program
Commercial banking account relationship management experience within theMiddle Marketsegment
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships,buildingandretaininglong-term client relationships
Experience identifying and mitigating risk, ensuring compliance with processesand procedures
Excellent verbal, written, and interpersonal communication skills
Job expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may applyregardingoutside 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
*Job posting may come down early due to volume of applicants.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
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.
משרות נוספות שיכולות לעניין אותך
Wells Fargo Senior Small Business Banking Relationship Manager LO United States, Oregon, Portland
In this role, you will:
- Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) 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
- 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:
- 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm 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 within 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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
About this role:
Lead CommercialRelationship Managerfor clients with annual revenue of$100MM to $2Bsupporting the
In this role youwill:
retain, and grow complex tohighly complexclient 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, andsolicitingfeedback; act as an advisor to guide and influence others in growing relationships
Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal ofhighly complexcash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Provide vision, direction, andexpertise
objectives
Drive relationship planning activities to deliver the full suite of solutions andmaintainsales and pipeline disciplines by keeping information current in relevant systems
Strategically 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, direction, andexpertise
Required Qualifications:
7+ years of Commercial Banking Relationship Management experience, or equivalentdemonstratedthrough 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,suchascommercial lendingand treasury management
Completion of formal credit training program
Commercial banking account relationship management experiencefor clients with annual revenue of$100MM to $2B.
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships,buildingandretaininglong-term client relationships
Experience developing andmaintainingexternal and internal partnerships
identifyingand mitigatingrisk, ensuring compliance with processes andprocedures
Excellent verbal, written, and interpersonal communication skills
Job expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may applyregardingoutside 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
*Job posting may come down early due to volume of applicants.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
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.
משרות נוספות שיכולות לעניין אותך
