Mid Corp Lead Associate Relationship Manager

About this role:

Wells Fargo is seeking a Mid-Corp Associate Relationship Manager (Associate or VP Level) in Mid-Corporate Banking as part of the Great Lakes Division focused on the Illinois, Minnesota, Wisconsin, Michigan, Ohio, or Indiana Markets. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Support Relationship Manager to attract, develop, grow, and retain client relationships within the Mid-Corporate segment. Deepen and elevate relationship management skillset by understanding the needs and priorities of prospects and clients
• Understand the needs of financial decision makers including responsive and proactive communication, strategic thinking, managing expectations, and using thoughtful lines of questioning to create productive feedback loops
• Participate in the 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
• Ability to offer the full suite of Wells Fargo’s solutions to meet multi-faceted needs by thoughtfully engaging product organizations, developing client specific coverage plans, leveraging a solid understanding of industry landscapes, strategic objectives, operational priorities, and financial positions
• Independently lead or resolve complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and meeting compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to navigate Wells Fargo’s processes, escalate 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
• Utilize and excel at relevant systems, dashboards and platform tools to drive data based decisioning and strategy including relationship planning
• Engage Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Serve as a culture carrier in the business adhering to Wells Fargo Vision and Values and representing Wells Fargo in the marketplace
• Assist Mid Corp RM and/or product partners with preparation of client data/info, creation of pitch books and other marketing materials, and/or development of presentation materials for client meetings and/or internal discussions
• Support execution of client calls by conducting pre-call planning, recording call notes, and coordinating post-call debrief sessions
• Initiate regular touchpoints with Mid-Corp RM to review and discuss portfolio, active opportunities, and pending deliverables needing completion; manage action items to completion
• Distribute regular earnings calls and investor preparation summaries
• Raise topics from calls with partners to identify opportunities across the portfolio
• Coordinate with Credit Team on timely completion of screening and annual review memos, while also supporting Mid Corp RM with financial and credit analysis
• Present recommendations for growing and maintaining a portfolio of profitable clients
• Identify prospective opportunities and oversee non-credit products to new or existing customers
• Develop client relationships whenever possible
• Assist with client support actions including account openings, overdraft approvals, and service team coordination
• Take ownership and assist with client related administrative/operational functions addressing customer issues and problems
• Identify tasks and/or deliverables where ownership should be routed to a specific team and/or individual especially from a risk, compliance, product, and/or efficiency perspective.
• Coordinate and ensure appropriate resolution on various Treasury Management and/or customer service requests and approvals
• Seeks to grow the business across all Commercial Banking Client Coverage segments while demonstrating awareness of stated key performance indicators (KPIs)
• Engages with Global Treasury Management, Credit Solutions, and other key partners across the Enterprise to drive successful client acquisition, retention, and growth
• Represents Wells Fargo in the marketplace through active in-person and/or social media engagement and visibility in the local business and non-profit community
• Adhere to disciplined sales practices expected in Commercial Banking Market Coverage consistent with the Code of Ethics

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:

• Strong analytical and quantitative skills with high attention to detail and accuracy
• Excellent verbal, written and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• High level of initiative and accountability
• Strong accounting skills and ability to analyze financial statements
• Ability to work effectively, as well as independently, in a team environment
• Ability to work in a fast-paced deadline driven environment
• Highly collaborative team player
• Demonstrate understanding of credit, operational, and compliance risk
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• Up to 10% travel
• This position does not offer Visa Sponsorship
• This position reports to 10 S. Wacker Dr. Chicago, IL or 90 S. 7th St., Minneapolis, MN

#commercialbanking

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.

Posting End Date:

*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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

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

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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