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Wells Fargo

Lead Commercial Banking Relationship Manager

Reposted Yesterday
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Hybrid
Birmingham, AL
100K-100K Annually
Senior level
Hybrid
Birmingham, AL
100K-100K Annually
Senior level
About this role:
Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team, focused on serving companies across Alabama and Mississippi with annual revenues typically up to $100 million, who will bring strong credit expertise and deep product knowledge to drive new business development and build a high-quality portfolio. Learn more about the career areas and business divisions at wellsfargojobs.com
In this role, you will:
  • Drive strategic customer selection by focusing on companies with annual revenues typically up to $100 million, aligning with growth objectives and market opportunity
  • Proven ability to develop and grow client relationships through a well-established professional network in markets across Alabama and Mississippi, supporting targeted business development and client acquisition efforts
  • Execute proactive customer engagement strategies to build comprehensive C&I relationships
  • Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach
  • Build comprehensive, cross-product relationships with core C&I prospective clients to drive long-term value
  • Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships
  • Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships
  • Leverage CRM tools effectively to manage and track customer and prospect interactions
  • Maintain accurate and complete relationship records to ensure visibility and continuity across teams
  • Document client engagement and calling activity in a timely and precise manner
  • Apply a disciplined approach to pipeline management to drive consistent business development results
  • Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs
  • Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions

Required Qualifications:
  • 5+ 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
  • Completion of formal credit training program
  • Commercial banking account relationship management experience for companies with annual revenues typically up to $100 million
  • Established local in-market network with demonstrated knowledge of markets across Alabama and Mississippi
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships
  • Ability to drive new client acquisition by partnering across teams to cross-sell solutions, prioritize prospects, develop pursuit strategies, craft proposals, and lead onboarding through successful conversion
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Proven experience managing commercial banking relationships with a focus on client growth and retention
  • Excellent verbal, written, and interpersonal communication skills
  • Strong time management, organizational, and prioritization skills
  • Self-motivated and able to work independently with minimal supervision
  • Proven ability to build and maintain effective internal partnerships across functional teams
  • History of successful sales pipeline management and consistent performance
  • Strong in-market presence with an established network to support business development efforts

Job Expectations:
  • This position is not eligible for Visa sponsorship
  • 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 50 % of the time

#CommercialBanking
Location:
  • 1901 6th Avenue North- BIRMINGHAM, AL 35203

Top Skills

Commercial Lending
Crm Tools
Treasury Management

Wells Fargo New York, New York, USA Office

150 E 42nd Street, New York, NY, United States, 10017

Wells Fargo New York, New York, USA Office

500 West 33rd Street Manhattan, New York, NY, United States, 10001

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