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Wells Fargo EMM Lead Commercial Banking Relationship Manager United States, Texas, Houston 447431204
18.08.2024
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Job Description
In this role, you will:
- Focus on intentional Emerging Middle Market customer selection to grow the business with clients that have sales revenue of typically up to $100MM
- 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 including partnership with Regional Investment Banking
- 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
This position is not eligible for Visa sponsorship.
Required Qualifications:
- 5+ 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
- Comprehensive knowledge and understanding of core banking products: deposits, commercial credit, and treasury
- Possesses strong credit acumen
- 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
Job Expectations:
- Ability to travel up to 10% of the time
- Position reports to 100 Louisiana, Houston, TX 77002 or 21 Waterway Ave., 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.
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