Lead Commercial Banking Relationship Manager, Wells Fargo

Wells Fargo

Location:
United States, Indianapolis

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead CB Relationship Manager for clients with annual revenue of $25MM to $100MM supporting Indiana as part of the Commercial Bank.

Job Responsibility:

Develop, retain, and grow 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
Lead structuring, modification, and renewal of complex cash flow, real estate loans, 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
Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements
serve 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
Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Requirements:

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
Commercial Banking account relationship management experience
Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Experience leveraging Treasury Management products and services
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
In market business development experience or proven ability to develop and execute a business development strategy
Bachelor’s degree

Nice to have:

Commercial Banking account relationship management experience
Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Experience leveraging Treasury Management products and services
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
In market business development experience or proven ability to develop and execute a business development strategy
Bachelor’s degree

What we offer:

Hybrid work schedule
Ability to travel up to 25% of the time

Additional Information:

Job Posted:
July 16, 2025

Expiration:
July 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Commercial Banking Relationship Manager