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Wells Fargo Lead Commercial Banking Relationship Manager 
United States, California, San Jose 
871540859

Yesterday

About this role:

for clients with annual revenue of$25MM to $100MMsupporting the

San Jose, CA

In this role youwill:

  • 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, andsolicitingfeedback

  • 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,leveraginga solid understanding of clients’ businesses, strategicobjectives, 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 andmaintainsales 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 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 lending and treasury management

  • Completion of formal credit training program

  • Commercial banking account relationship management experiencefor clients with annual revenue of$25MM to $100MM.

  • Demonstrated experience

  • Demonstrated experience generating new client relationships,buildingandretaininglong-term client relationships

  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures

  • Excellent verbal, written, and interpersonal communication skills

Job expectations:

  • This position is not eligible for Visa sponsorship

  • 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

Pay Range

$167,000.00 - $260,000.00

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

4 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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