Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ‘Personal Cell’ or ‘Cellular’ in the contact information of your application.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.
Middle Market Banking
- Services private and public companies with annual sales of $5 million to $2 billion
- Specialized expertise across industry sectors
The Wells Fargo Specialized Industries Technology Banking Group is seeking an experienced Relationship Manager to expand our California Technology banking team. The Relationship Manager 5 is a senior level relationship position focused on generating new business relationships and the management of a complex portfolio of middle market and mid-corporate commercial account relationships. The primary responsibilities of the role are focused on new client acquisition and existing client relationship management, including driving revenue generation opportunities from across Wells Fargo’s platform. The Relationship Manager will also proactively identify new credit opportunities and handle all aspects of client interaction including originating, structuring, and executing transactions related to commercial lending, investment banking, debt capital markets, and loan syndications. This role may provide coaching/mentoring in the development of more junior level relationship managers.
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.
Required Qualifications
- 7+ years of account management experience, sales experience, or a combination of both
Desired Qualifications
- Account relationship management experience
- Strong credit analysis skills
- Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
- Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
- Comprehensive knowledge and understanding of risk management
- Experience consistently delivering strong sales performance
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational, multi tasking, and prioritizing skills
Other Desired Qualifications
- Deep experience and knowledge related to underwriting, structuring, and identifying key risks for companies within the Renewable Energy and Sustainability sectors, including pre-profit VC-backed companies
- Demonstrated track record growing a portfolio, while appropriately balancing risk management
- Proven and effective relationship management skills that lead to desired client outcomes
- Proactive in all aspects of their work
- Strategic thinker who challenges norms and brings thoughtful recommendations
- Strong track record of thoughtfully & strategically growing a business
- Extensive & trusted sustainability industry relationships
- Understands segments (Clean Energy, Clean Transporation and AgriFood), markets, technology, venture capital/private equity/corporate sponsors.
- Positive energy, clear communicator, market-facing & results-oriented
- Driving revenue through a demonstrated strong market presence
- Set & manage to high, in-person calling standards
- Delivering content with Distinct Competitive Advantages
- Trusted client relationship coverage at operational, c-suite and board of director levels
- Partnering well across WF businesses
Job Expectations
- Ability to travel up to 10% of the time
Street Address
CA-SF-Financial District: 333 Market St – San Francisco, CA
CA-LA-Downtown Los Angeles: 333 S Grand Avenue – Los Angeles, CA
CA-Palo Alto: 400 Hamilton Ave – Palo Alto, CA
CA-San Jose: 121 S Market St – San Jose, CA
Disclaimer
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Benefits Summary
Benefits
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.