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Senior Commercial Banking Relationship Manager - Full-time image - Rise Careers
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Senior Commercial Banking Relationship Manager - Full-time

**About this role:**Wells Fargo is seeking a Senior Commercial Banking Relationship Manager in Mid-Corp Banking as part of the Northeast Division focused on the legacy Mid-Atlantic region.Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)• *In this role you will:**+ Support Mid-Corp Relationship Manager (RM) to attract, develop, grow, and retain client relationships within the Mid-Corporate segment+ 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+ 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+ Coordinate with Credit Team on timely completion of screening and annual review memos, while also supporting Mid Corp RM with financial and credit analysis+ Take ownership and assist with client related administrative/operational functions including account openings and service team coordination and addressing customer issues and problems+ Coordinate and ensure appropriate resolution on various Treasury Management and/or Deposits Administrative requests and approvals+ Coordinate and/or direct various components of audit, compliance reviews, and/or exams+ Represent Wells Fargo in the marketplace through active in-person and/or social media engagement and visibility in the local business and non-profit community+ Participate in the structuring, modification, and renewal of complex cash flow, 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+ 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+ 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+ Distribute regular earnings calls and investor preparation summaries+ Raise topics from calls with partners to identify opportunities across the portfolio+ Serve as a culture carrier in the business adhering to Wells Fargo Vision and Values and representing Wells Fargo in the marketplace+ Adhere to disciplined sales practices expected in Commercial Banking Market Coverage consistent with the Code of Ethics+ 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• *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:**+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management+ 2+ years of Commercial Banking and/or Corporate and Investment Banking experience+ Commercial banking account relationship management experience within the Mid-Corp Market segment+ Demonstrated experience working collaboratively to deliver the organization to clients and prospects+ Excellent verbal, written, and interpersonal communication skills+ Bachelor’s Degree in Finance, Accounting, Economics, or other relevant Business field+ 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+ Completion of formal credit training program+ Intermediate Microsoft Office (Word, Excel, and Outlook) skills• *Job Expectations:**+ This position is not eligible for Visa sponsorship+ This position offers a hybrid work schedule+ 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+ Ability to travel up to 10% of the time\#CommercialBanking• *Location:**+ 3 Bethesda Metro Center Fl 4- BETHESDA, MD 20814+ 300 Barr Harbor Dr Ste 850- WEST CONSHOHOCKEN, PA 19428+ 2401 Pennsylvania Ave- PHILADELPHIA, PA 19130+ 6840-6844 Old Dominion Dr- MCLEAN, VA 22101• *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.$106,300.00 - $188,900.00• *Benefits**Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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• *Posting End Date:**21 Mar 2025• **** **_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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .• *Drug and Alcohol Policy**Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-440528
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$106300K
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What You Should Know About Senior Commercial Banking Relationship Manager - Full-time, Wells Fargo

Wells Fargo is on the lookout for an enthusiastic Senior Commercial Banking Relationship Manager to join their team in Conshohocken, PA, specifically in the Mid-Corp Banking sector. In this dynamic role, you’ll be pivotal in building and nurturing strong client relationships within the Mid-Corporate segment. You will support the Mid-Corp Relationship Manager by preparing client data and marketing materials while also facilitating impactful client meetings. Your analytical acumen will come into play as you execute financial and credit analyses, ensuring that you provide tailored solutions that meet our clients' diverse needs. Additionally, you'll engage with the Credit Team to ensure timely reviews and facilitate various administrative functions that support client onboarding and service management. Your responsibilities will also include seamlessly coordinating marketing efforts along with engaging in business development initiatives to expand our client base. You’ll represent Wells Fargo within the local community, including participation in social media and networking events. Compliance and risk management are key components of this role, and you will be expected to uphold our company’s standards while guiding your team towards meeting deliverables. With a competitive salary range of $106,300 to $188,900, along with a hybrid work schedule and a robust benefits package, this role is perfect for someone looking to make a significant impact within a respected financial institution. If you are excited about driving success through strong, relationship-based banking, we can’t wait to see how you’ll help grow the Wells Fargo legacy!

Frequently Asked Questions (FAQs) for Senior Commercial Banking Relationship Manager - Full-time Role at Wells Fargo
What qualifications do I need to become a Senior Commercial Banking Relationship Manager at Wells Fargo?

To pursue a Senior Commercial Banking Relationship Manager position at Wells Fargo, candidates typically require at least 4 years of relevant experience in Commercial Banking Relationship Management or an equivalent mix of training, education, or military experience. A Bachelor's Degree in Finance, Accounting, Economics, or a related business field is highly desirable, alongside strong analytical skills and comprehensive knowledge of core banking products.

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What are the primary responsibilities of a Senior Commercial Banking Relationship Manager at Wells Fargo?

As a Senior Commercial Banking Relationship Manager at Wells Fargo, your primary responsibilities will include fostering client relationships, supporting the Mid-Corp Relationship Manager in preparing client-facing materials, executing financial analyses, and coordinating with various teams for seamless client onboarding and services. You will also lead business development initiatives to expand our client base.

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How does the Senior Commercial Banking Relationship Manager role at Wells Fargo contribute to client satisfaction?

In the role of Senior Commercial Banking Relationship Manager at Wells Fargo, your contribution to client satisfaction is significant. You'll assess clients' needs comprehensively and offer tailored financial solutions, ensuring prompt communication and support. By effectively managing all aspects of client relationships, you influence their overall experience positively, reinforcing loyalty and trust in Wells Fargo’s services.

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Is there a specific training process for new Senior Commercial Banking Relationship Managers at Wells Fargo?

Yes, new Senior Commercial Banking Relationship Managers at Wells Fargo typically undergo formal training that includes comprehensive overviews of our banking systems, products, and customer service standards. This training equips you with the tools necessary to excel in your role, emphasizing compliance, risk management, and financial analysis.

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What career development opportunities exist for Senior Commercial Banking Relationship Managers at Wells Fargo?

Wells Fargo provides robust career development opportunities for Senior Commercial Banking Relationship Managers, including mentorship programs, access to ongoing training resources, and pathways for advancement within the organization. You can enhance your skills through e-learning modules and gain visibility across various banking sectors, allowing for a well-rounded career trajectory.

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Common Interview Questions for Senior Commercial Banking Relationship Manager - Full-time
Can you describe your experience in managing commercial banking relationships?

When answering this question, elaborate on specific instances where you successfully managed client relationships, emphasizing your strategic approach to client engagement, the techniques you used to build rapport, and examples of how those relationships contributed to business growth.

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How do you approach financial analysis for banking clients?

Discuss your methodology for conducting financial analysis, including the tools and metrics you utilize to assess a client’s financial health, your process for interpreting data, and how you leverage those insights to make informed recommendations.

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What strategies do you use to identify new business opportunities in commercial banking?

Highlight your proactive strategies in identifying new leads, such as leveraging market research, networking within local business communities, and utilizing existing connections to explore partnership opportunities. Share specific examples of successful initiatives you've undertaken.

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How do you ensure compliance and risk management in your role?

Talk about your understanding of compliance policies and risk management protocols. Provide examples of how you’ve adhered to these regulations in past roles and how you integrate risk assessments into your decision-making processes.

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Can you share an experience where you overcame a significant challenge in relation managing a client?

When responding, focus on a particular challenge you faced, your approach to resolving it, and the ultimate outcome. Detail the skills you employed, such as problem-solving, communication, or negotiation, to demonstrate your capability in dealing with client difficulties.

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What role does teamwork play in Commercial Banking Relationship Management?

Explain how collaboration is essential in this line of work. Share experiences where you partnered with colleagues from various departments to deliver solutions for clients, highlighting the benefits of teamwork in achieving successful outcomes.

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How do you maintain effective communication with clients and internal teams?

Elaborate on your communication strategies, such as regular updates, clarification of expectations, and being accessible to answer questions. Discuss the tools you utilize to facilitate communication, emphasizing the importance of transparency with clients.

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What are the key performance indicators you focus on in this role?

Identify the key metrics you believe are crucial in assessing the performance of a Senior Commercial Banking Relationship Manager, such as client retention rates, portfolio growth, and profitability, and discuss how you monitor these indicators to track your success.

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Describe your experience with cash flow management.

Share how you have assisted clients with managing their cash flow in previous roles. Discuss any tools or strategies you've implemented to help clients optimize their financial operations and maintain positive cash outcomes.

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Why do you want to work as a Senior Commercial Banking Relationship Manager at Wells Fargo?

When responding, express your admiration for Wells Fargo's commitment to client relationships, the opportunities for growth, and how your personal values align with the company's mission. Highlight the impact you hope to have within the organization.

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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S. Wells Fargo is No. 47 on Fortu...

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