Senior Commercial Banking Relationship Manager - Technology Banking

It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo’s Middle Market Technology Banking Group is looking to add an outgoing, sales driven Relationship Manager to assist us in building our Early-Stage tech practice in the fast-growing SoCal region.  The primary responsibilities of the role are focused on new client acquisition, client relationship management, and driving revenue generation opportunities. Learn more about the career areas and lines of business at www.wellsfargo.com/careers .

In this role, you will:

• Independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of 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
• Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that require 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
• Independently lead or resolve moderately 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 compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating 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
• 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 on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

• 4+ 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:

• Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients
• Account relationship management experience and treasury management product knowledge
• Experience developing external and internal partnerships
• Existing in-market network and trusted technology industry relationships-operational, C-suite and/or board levels
• Understands segments, markets, technology, venture capital and risks for companies within the Technology industry, including pre-profit VC-backed companies
• Effective organizational, multi-tasking, and prioritizing skills                                                                                                       
• Bachelor’s and/or Master’s degree preferred