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Wells Fargo Senior Lead Commercial Banking Relationship Manager United States, New York, New York 279985189
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Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities, you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.
In this role, you will:
- Focus on intentional customer selection to grow the business
- Employ customer contact strategies focused on generating complete C&I relationships (if in a specialty banking group other areas of focus may apply)
- Engage in proactive customer contact activities aligned with MMB Standards of Care
- Acquire, deepen, and retain customer relationships through a disciplined approach to customer outreach
- Build complete, cross product relationships with core C&I customers
- Develop complete customer relationships where Wells Fargo is the primary/sole bank
- Add value to customer relationships by delivering proactive strategic guidance, insights and thought leadership
- Fully leverage CRM to manage customer and prospect relationships
- Create and maintain complete relationship records for customers
- Record calling and customer engagement activity timely and accurately
- Maintain a disciplined approach to pipeline management
- Engage and consult with partner groups to recommend best fit solutions
- Build strong, collaborative internal partnerships
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:
- Commercial account relationship management experience
- Established network in Queens and surrounding areas
- Existing Queens in-market network to fuel business development
- Comprehensive knowledge and understanding of core banking products: deposits, commercial credit, and treasury
- Credit acumen demonstrated through education
- Experience with moderately complex credit and debt structure
- Comprehensive experience in negotiating interest rates, price, terms, and collateral requirements
- Sales pipeline management experience
- Comprehensive knowledge and understanding of Risk Management
- Experience consistently delivering strong sales performance
- Excellent verbal, written, and interpersonal communication skills
- Effective time management and organization skills
- Self-starter who takes initiative and works independently with minimal supervision
- Ability to build and maintain solid working relationships with internal partners
- Bachelor's Degree in Finance or relevant business degree
Job Expectations:
- Ability to travel up to 10% of the time
- Position reports to150 E 42nd St., NEW YORK, NY 10017
- This position is not eligible for Visa sponsorship.
- #commercialbanking
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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