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Wells Fargo Lead Commercial Relationship Manager 
United States, Florida, Fort Lauderdale 
533338044

03.04.2025


In this role, you will:

  • 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

  • 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:

  • 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:

  • Previous account relationship management experience in Government Banking, Middle Market Banking and / or Commercial Banking

  • Demonstrated ability to identify appropriate treasury management products for clients and prospects

  • Knowledge and understanding of delivering credit solutions, tax exempt lending, and working with financial advisors

  • Proven ability work independently and effectively support clients across a large geography

  • Effective negotiating skills and the ability to influence others

  • Strong risk management and compliance skills

  • Demonstrated passion for community engagement and actively seeks opportunities to contribute and make a positive impact

  • 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 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:

  • 350 East Las Olas Blvd - Fort Lauderdale, Florida 33301

  • 525 Okeechobee Blvd - West Palm Beach, Florida 33401

  • 1699 Coral Way - Miami, Florida 33145

15 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

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