Senior Commercial Banking Relationship Manager Job at Wells Fargo (Palo Alto)

AVP, Emerging Corp Relationship Manager, Commercial Banking

The Emerging Corp Relationship Manager is a seasoned professional role. Applies ...

Location

China , Guangzhou

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Sound knowledge of banking and investment products and process
Demonstrates core credit skills
Demonstrates an intermediate level of Early Warning Detection skills
Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
Ability to work effectively in team setting
Excellent interpersonal, communication and influencing skills
A self-starter, with positive/can-do approach, embraces changes and is bold
High level of energy, enthusiasm and motivation

Job Responsibility

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Supports the Senior Relationship Managers in structuring deals that balance risk and reward
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients

Fulltime

Senior Commercial Loan Relationship Manager

As part of Applied Bank's executive leadership, you will build and expand high-v...

Location

United States , Glen Mills

Salary:

Not provided

Applied Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree
Minimum of 5 years related experience
Strong sales and negotiating skills
Ability to negotiate, close debt transactions, and build profitable commercial customer relationships
Must have knowledge of commercial credit, financial statement analysis, and loan documentation
Must be extremely detail-oriented, self-motivated and able to work independently
Demonstrated strong verbal, written, analytical and interpersonal skills

Job Responsibility

Cultivating new lending opportunities that can be developed into strategic relationships with a strong focus on the Delaware and Southeastern PA markets along with contiguous counties in Maryland and New Jersey
Structure credits and loan facilities while maintaining sound risk management and asset quality
Engage and network with leaders in the community to support the Bank's Community Reinvestment Act (CRA) initiatives
Ability to cross-sell products, along with proven sales and product expertise with business clients
Maintain an assigned portfolio of diversified commercial loans in a manner that retains and builds upon customer relationships through exceptional servicing and value-added products
Assist in facilitating the due diligence and closing of loan transactions
Exercises discretion and independent judgment in the performance of implementing lending and business development strategies

Fulltime

Emerging Corp Relationship Manager

The Emerging Corp Relationship Manager is a developing professional role. Deals ...

Location

Mexico , Metepec

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years relevant experience
Good understanding and knowledge of commercial banking products and process
Demonstrates intermediate knowledge of credit skills and Early Warning Detection
Demonstrates intermediate understanding of accounting principles, financial modeling and financial statement analysis
Ability to work effectively in team setting
Proven leadership ability with excellent interpersonal skills
Communicates views with clarity and confidence
Maintains contact with key stakeholders to proactively seek input as appropriate
Detail oriented with demonstrated organizational skills
Self-motivated

Job Responsibility

Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary
Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction
Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
Identifies cross-sell opportunities to deepen and increase share of wallet
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition
Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI COMMERCIAL BANK (CCB)’s relationship with these partners
Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests
Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective

What we offer

Global Benefits
We bring the best to our people. We put our employees first and provide the best-in-class benefits they need to be well, live well and save well

Fulltime

Relationship Manager

The CCB NEXT Relationship Manager is a developing professional role responsible ...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years relevant experience
Good understanding and knowledge of commercial banking products and process
Demonstrates intermediate knowledge of credit skills and Early Warning Detection
Demonstrates intermediate understanding of accounting principles, financial modeling and financial statement analysis
Ability to work effectively in team setting
Proven leadership ability with excellent interpersonal skills
Communicates views with clarity and confidence
Maintains contact with key stakeholders to proactively seek input as appropriate
Detail oriented with demonstrated organizational skills
Self-motivated

Job Responsibility

Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary
Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction
Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
Identifies cross-sell opportunities to deepen and increase share of wallet
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition
Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI COMMERCIAL BANK (CCB)’s relationship with these partners
Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests
Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective

Fulltime

Commercial Associate

Citi Commercial Bank offers its clients the convenience, global banking network,...

Location

Sweden , Stockholm

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 2 year previous relevant banking experience
Working within Commercial/Corporate/Investment banking is desirable
Experience in client facing teams
Sales, presentation and communication skills
Analytical and credit skills
General knowledge of general banking processes
English fluency
Fluency in any of the Nordic languages desirable
Bachelor's degree
Build and develop client relationships

Job Responsibility

Support senior relationship manager in management of a client portfolio
Call on clients, jointly with senior relationship managers, to leverage Citi's global network, product solutions and market insights
Drive prospecting effort, selecting companies, reaching out and ensuring follow-up
Prepare pitch materials that senior relationship managers use in sales and prospecting
Work with regional Industry partners to leverage global industry content for client selection and client dialogue
Help deliver the key commercial banking product set, including Cash Management, FX, Commodities, Trade, Working Capital and Lending products
Help deliver Citi's global network by working with bankers and product experts around the world
Work with Credit Underwriting and Risk teams to deliver credit to our clients
Work with Corporate Finance and Investment Banking teams at time of structured transactions
Support the senior relationship manager with analysis on capital returns across transactions, clients and portfolio

Fulltime

Commercial Associate

The primary responsibility of the Associate will be, in cooperation with the Sen...

Location

Italy , Milano

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 3 year previous relevant banking experience
Working within Commercial/Corporate/Investment banking is desirable
Experience in client facing teams
Sales, presentation and communication skills
Analytical and credit skills
General knowledge of general banking processes
Fluency in English and Italian required (written and spoken)
Bachelor's degree
Build and develop client relationships
Effective collaboration with senior bankers and partners

Job Responsibility

Support senior relationship manager in management of a client portfolio
Call on clients, jointly with senior relationship managers, to leverage Citi's global network, product solutions and market insights
Drive prospecting effort, selecting companies, reaching out and ensuring follow-up
Prepare pitch materials that senior relationship managers use in sales and prospecting
Work with regional Industry partners to leverage global industry content for client selection and client dialogue
Help deliver the key commercial banking product set, including Cash Management, FX, Commodities, Trade, Working Capital and Lending products
Help deliver Citi's global network by working with bankers and product experts around the world
Work with Credit Underwriting and Risk teams to deliver credit to our clients
Work with Corporate Finance and Investment Banking teams at time of structured transactions for CCB clients
Support the senior relationship manager with analysis on capital returns across transactions, clients and portfolio

Fulltime

Senior Vice President, Corporate Finance Sales Manager

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 6-10 years commercial banking experience
Bachelors degree, potentially Masters degree
Proven track record of supporting the growth of client relationships
Experience in corporate financing and investment banking will be an advantage

Job Responsibility

Serves as the Corporate Finance Subject Matter Expert for Singapore Citi Commercial Bank (CCB) and also support the CCB Cluster Corporate Finance Head on internal coordination with Investment Banking for advisory and capital market origination
Partner with Singapore CCB Coverage and with other CCB countries, as required by Cluster Corporate Finance Head, to assist in the origination, structuring and execution of episodic transactions
Work with CCB Bankers and the IB teams to actively originate new episodic opportunities to assist clients in raising funds in the capital markets (i.e. debt and equity, IPO) as well as providing strategic financing advisory for acquisition finance and other types of financial solutions
Support strategic discussions with clients on Merge & Acquisition by leveraging on the client relationships with CCB bankers and expertise of Investment banking industry bankers
Work with bankers to facilitate internal approvals and processes
Provide content on industry and capital market trends for clients and internal stakeholders
Be responsible for the origination and progression of corporate finance pipelines working with CCB Singapore Country Head and the CCB cluster Corporate Finance Head

Fulltime

Commercial Issuing Product Manager Europe

Join us as a Commercial Issuing Product Manager Europe for solutions offered to ...

Location

Ireland; Germany , Dublin; Frankfurt am Main

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Developing commercial business cases for new products to bring to market
Defining and owning the Target Operating Model for new products
Defining and owning the business requirements for product development and user experience enhancement
Interlocking requirements with technology partners, agreeing functional design and prioritising future development
Owning and managing the end-to-end product lifecycle of existing solutions
Working in a financial services organisation
Working with the full range of business disciplines, including Compliance, Legal, Operations, Sales, Marketing, IT, Finance, and Risk
Commercial Issuing, including the core requirements of large corporate and multi-national customers working across multiple countries including Europe
Governance experience
You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills

Job Responsibility

Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings
Response to customer inquiries, resolution of issues, and provision of guidance on product usage
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption
Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies
manage and maintain policies/ processes
deliver continuous improvements and escalate breaches of policies/procedures

What we offer

We offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Health and wellness
A place where you can belong
Collaborative Areas
More than work
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business
We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area

Fulltime

Senior Commercial Banking Relationship Manager

Wells Fargo

Location:
United States , Palo Alto ▼
San Jose

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 02, 2026

Expiration:
April 02, 2026

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Job Description:

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Job Posted:April 02, 2026

Expiration:April 02, 2026

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