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In this role, you will:
Independently acquire, retain, and grow early-stage technology client relationships and lead team while leveraging a solid understanding of 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
Review, understand, and offer the full suite of solutions offered by Wells Fargo to technology companies to meet client’s needs that require 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
Independently lead or resolve initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or 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 on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
Represent Wells Fargo Technology Banking Group in conference and forums to drive visibility and awareness of our capabilities
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:
Understands commercial banking segments, technology, venture capital ecosystem and risks for companies within the Technology industry, including pre-profit VC-backed companies
Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients
Account relationship management experience and treasury management product knowledge
Experience developing external and internal partnerships
Existing in-market network and trusted technology industryrelationships-operational,C-suite and/or board levels
Effective organizational, multi-tasking, and prioritizingskills
Commercial credit acumen or commercial underwriting experience
Complex Treasury Management product knowledge
Bachelor’s and/or Master’sdegree preferred
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 up to 20%of the time
Location:
125 High Street- Boston, Massachusetts 02110
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$133,300.00 - $237,100.00Wells 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.
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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