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Senior Commercial Banking Relationship Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , San Francisco

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

143000.00 - 224000.00 USD / Year
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Job Description:

Wells Fargo is seeking a Mid Corp Relationship Manager as part of the Northwest Division. Learn more about career areas and business divisions at wellsfargojobs.com

Job Responsibility:

  • Support Mid-Corporate Relationship Managers (RMs) in attracting, growing, and retaining client relationships
  • Prepare client data, pitch books, and presentation materials for meetings and internal discussions
  • Assist with client calls through pre-call planning, note-taking, and post-call follow-up
  • Maintain regular portfolio reviews with RMs
  • track opportunities, manage workload across multiple transactions, and ensure timely completion of deliverables
  • Engage product partners to deliver tailored solutions based on client needs, industry trends, and financial analysis
  • Coordinate with Credit, Operations, PES and other internal teams on screening, annual reviews, renewals, financial analysis and deal closings to ensure smooth execution of transactions
  • Manage client administration, including account openings, service coordination, and issue resolution
  • Handle Treasury Management and deposit requests
  • ensure timely approvals
  • Support compliance activities including audits, adherence to internal policies, and regulatory reviews
  • Represent Wells Fargo in the marketplace through community engagement and networking
  • Assist in structuring and renewing complex transactions
  • analyze financials and collaborate with senior peers
  • Lead or resolve complex initiatives within Relationship Management
  • ensure compliance with policies
  • Utilize systems and dashboards for data-driven relationship planning and strategy
  • Partner with Business Development Representatives to source new clients
  • Share earnings call summaries and investor prep materials internally
  • Identify cross-sell opportunities from client and partner interactions
  • Uphold Wells Fargo’s vision, values, and disciplined sales practices
  • Ensure proper task ownership across risk, compliance, and product teams

Requirements:

  • 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • In-depth knowledge of core banking products and services, including commercial lending and treasury management
  • Minimum 2 years of experience in Commercial Banking or Corporate & Investment Banking
  • Proven experience managing commercial banking relationships within the Mid-Corporate segment
  • Completion of a formal credit training program
  • Track record of collaborating across teams to deliver comprehensive solutions to clients and prospects
  • Demonstrated ability to generate new relationships and build long-term client partnerships
  • Skilled in identifying and mitigating risk while ensuring compliance with policies and procedures
  • Strong accounting and financial analysis skills with the ability to interpret financial statements
  • Proficiency in MS Office and CRM tools
  • Highly collaborative team player with excellent interpersonal skills and managing multiple priorities
  • Exceptional verbal and written communication abilities
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
May 05, 2026

Expiration:
May 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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