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Principal Commercial Banking Relationship Manager
Principal Commercial Banking Relationship ManagerUSA Jobs • Chicago, IL, US
Principal Commercial Banking Relationship Manager

Principal Commercial Banking Relationship Manager

USA Jobs • Chicago, IL, US
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Principal Commercial Banking Relationship Manager

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the Commercial Auto National Accounts team as part of the Commercial Bank.

In this role, you will :

  • Develop, retain, and grow highly 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, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships
  • Act as a top subject matter expert to lead highly complex transactions including but not limited to floor plan financing, cash flow lending, real estate lending, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
  • Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
  • Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
  • Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act 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
  • Strategically lead sourcing new Commercial Banking clients, by cultivating relationships through existing networks
  • Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications :

  • 10+ 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 :

  • Experience working in the Commercial Auto Dealership segment
  • Account relationship management experience for clients in Middle Market, Mid-Corp, or CIB segments
  • Experience leading and participating in syndications
  • Demonstrated prospecting skills and proven track record of converting prospects into clients
  • Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management?
  • Completion of formal credit training program
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • 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
  • This position offers a hybrid work schedule
  • Ability to travel 30% of the time
  • Obtaining and / or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
  • Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.
  • Compliance with state law registration and licensing requirements is mandatory.
  • Specific compliance policies may apply regarding outside 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.
  • For specific FINRA qualification exams obtained after 9 / 30 / 2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • Work Locations :

  • 10 South Wacker Drive - Chicago, Illinois 60606
  • 6515 Longshore Loop - Dublin, Ohio 43017
  • 300 North Meridian Street - Indianapolis, Indiana 46204
  • 225 East Brown Street - Birmingham, Michigan 48009
  • 600 South 4th Street - Minneapolis, Minnesota 55415
  • 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.

    Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and / or equity in the company in the form of Restricted Stock Units (RSUs).

    $185,000.00 - $300,000.00

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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

    We Value Equal Opportunity

    Wells Fargo is an equal opportunity employer. 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.

    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.

    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.

    Req Number : R-499397

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