Commercial Banking Specialist

4 weeks ago


Plano, Texas, United States Wells Fargo Full time
Position Overview:
  • Key Account Manager: Oversee a diverse portfolio of small business clients with annual revenues ranging from $100,000 to $1 million within a designated area.
  • Leverage CRM Systems: Employ customer relationship management systems to enhance client interactions and maintain strong relationships.
  • Collaborative Approach: Work in tandem with Business Partners, Bankers, Relationship Managers, Financial Advisors, and Processing Teams to ensure cohesive service delivery.

This role presents an excellent opportunity for individuals passionate about engaging with small business clients and assisting them in reaching their financial objectives. Your contributions will be vital in fostering client success and satisfaction.



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