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MID-CORP ASSOCIATE RELATIONSHIP MANAGER (SR COMMERCIAL RELATIONSHIP MANAGER)

Wells Fargo • Seattle, WA 98101 • Posted 3 days ago

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In-person • Full-time • $115,900-$206,100/yr • Senior Level

Job Highlights

Using AI ⚡ to summarize the original job post

Wells Fargo is seeking a Senior Commercial Relationship Manager in Mid-Corp Banking to support the Pacific Northwest and Northern California Division. This role involves supporting Mid Corp Relationship Manager to attract, develop, grow, and retain client relationships within the Mid Corp segment, assisting with client meetings, credit analysis, and administrative functions. The position requires a solid understanding of industry landscapes, strategic objectives, and financial positions to offer the full suite of solutions to meet clients' needs.

Responsibilities

  • Support Mid Corp Relationship Manager to attract, develop, grow and retain client relationships within the Mid Corp segment
  • Assist Mid Corp RM and product partners prepare for client meetings which include pitch books and marketing materials
  • Conduct pre-call planning, recording call notes and coordinating post-call debrief sessions
  • Initiate regular touchpoints with Mid Corp RM to review and discuss portfolio and manage action items to completion
  • Offer the full suite of solutions to meet clients needs leveraging a solid understanding of the industry landscapes, strategic objective, priorities and financial position
  • Support Mid Corp RM with credit analysis and coordinate with credit team on timely completion of screening and annual review memos
  • Assist with client related administrative/operational functions including account openings and service team coordination and addressing customer issues
  • Coordinate and ensure appropriate resolution on various Treasury Management and/or Deposits Administrative requests and approvals
  • Actively support and represent Wells Fargo in the marketplace and in social media adhering to Wells Fargo Vision and Values in the marketplace
  • Leverage 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

Qualifications

Required

  • 4+ years of Commercial Banking Relationship Management experience, or equivalent
  • Bachelor’s degree in Finance, Accounting, Economics, or other relevant business field (preferred)
  • 2+ years Corporate and Investment Banking experience (preferred)
  • Strong analytical and quantitative skills with high attention to detail and accuracy
  • Demonstrated 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
  • Knowledge and understanding of credit, operational, and compliance risk
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills

About Wells Fargo

Wells Fargo & Company is a major financial services company based in San Francisco, California. It offers a wide range of banking, mortgage, credit card, insurance, investment, and wealth management services to individuals, businesses, and institutions. Despite recent controversies, the company is focused on rebuilding trust, improving corporate culture, and enhancing risk management practices to maintain its position as one of the largest banks in the United States.

Full Job Description

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.About this role:Wells Fargo is seeking a Mid-Corp Associate Relationship Manager (Senior Commercial Relationship Manager) in Mid-Corp Banking to support the Pacific Northwest and Northern California Division. This key position can be located in either Seattle, WA or San Francisco, CA. Learn more about the career areas and lines of business at wellsfargojobs.comIn this role, you will:Support Mid Corp Relationship Manager to attract, develop, grow and retain client relationships within the Mid Corp segmentAssist Mid Corp RM and product partners prepare for client meetings which include pitch books and marketing materialsConduct pre-call planning, recording call notes and coordinating post-call debrief sessionsInitiate regular touchpoints with Mid Corp RM to review and discuss portfolio and manage action items to completionOffer the full suite of solutions to meet clients needs leveraging a solid understanding of the industry landscapes, strategic objective, priorities and financial positionSupport Mid Corp RM with credit analysis and coordinate with credit team on timely completion of screening and annual review memosAssist with client related administrative/operational functions includingaccount openings and service team coordination and addressing customer issues Coordinate and ensure appropriate resolution on various Treasury Management and/orDeposits Administrative requests and approvalsActively support and represent Wells Fargo in the marketplace and in social media adhering to Wells Fargo Vision and Values in the marketplaceLeverage 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 planningRequired Qualifications :4+ years of Commercial Banking Relationship Management experience, or equivalentdemonstrated through one or a combination of the following: work experience, training,military experience, educationDesired Qualifications:Bachelor’s degree in Finance, Accounting, Economics, or other relevant business field2+ years Corporate and Investment Banking experience.Strong analytical and quantitative skills with high attention to detail and accuracyDemonstrated ability to analyze financial statementsAbility to work effectively, as well as independently, in a team environmentAbility to work in a fast-paced deadline driven environmentKnowledge and understanding of credit, operational, and compliance riskIntermediate Microsoft Office (Word, Excel, and Outlook) skillsExcellent verbal, written and interpersonal communication skillsStrong organizational, multi-tasking, and prioritizing skillsJob Expectations:Up to 10% travelThis position does not offer Visa SponsorshipPay RangeReflected 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.$115,900.00 - $206,100.00Benefits 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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:19 Sep 2024*Job posting may come down early due to volume of applicants.We Value DiversityAt 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: SEATTLE, WA; SAN FRANCISCO, CAType: Full time