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Senior Commercial Relationship Manager

4 months ago

McLean, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking an experienced Commercial Relationship Manager to join the DMV (D.C., MD, VA) team in our Middle Market Client Coverage business. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:
  • 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
  • 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
Required Qualifications:
  • 4+ years of Commercial 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 and new business development
  • 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
Posting End Date:
11 Jun 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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