Senior Lead Commercial Banking Relationship Manager Job at Wells Fargo (Boston)

Senior Lead Commercial Banking Relationship Manager

Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for...

Location

United States , Melville

Salary:

191000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

July 31, 2026

Requirements

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Develop, retain, and grow complex to highly 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
act as an advisor to guide and influence others in growing relationships
Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally
serve as an expert advisor to leadership and 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
Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

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

Fulltime

Lead Commercial Relationship Manager

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for client...

Location

United States , Richmond

Salary:

Not provided

Wells Fargo

Expiration Date

July 31, 2026

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

Job Responsibility

Develop, retain, and grow complex client relationships through the art of relationship management
Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions
Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients
Make decisions in complex and multi-faceted situations
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers
Drive relationship planning activities
Support Business Development Representatives in sourcing new Commercial Banking clients
Partner with Commercial Lending Product Management to provide feedback and recommendations

Fulltime

New

Senior Commercial Banking Portfolio Manager

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this ro...

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

July 09, 2026

Requirements

4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics
Good knowledge on financial statements for various industries (preferably Real Estate) with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance)
Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
Excellent communication skills, with special focus on business writing skills for credit reports
Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template
Foundational AI literacy including Understanding and Application of AI Tools, Critical Thinking, Responsible AI Use, Adaptability and Continuous Learning
Working experience with Moody's Risk Analytics would be a plus
Should be aware of key factors which helps in assessing credit worthiness of borrower

Job Responsibility

Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
Lead projects and teams or serve as a mentor for less experienced individuals

Fulltime

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Uk Commercial Bank Senior Relationship Manager (Nbfi) - Director

Citi Commercial Bank UK's Non-Bank Financial Institution (NBFI) team covers UK-h...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience within Commercial or Corporate Banking
In-depth knowledge of all aspects of commercial banking including strong commercial credit knowledge and an ability to quickly learn new products and services
Demonstrates an expert level of Early Warning Detection skills
Demonstrates expert level credit skills
capable of structuring all credit deals and guiding staff through the credit deal approval process
Demonstrates advanced Citi's credit-process and credit-appetite knowledge
Ability to work effectively in team setting
Ability to lead multi-functional teams to provide an exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Ability to work under pressure while making sound decisions

Job Responsibility

Self-originate new, multi-product and multi-country clients for CCB UK, and manage those relationship on an ongoing basis
Responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with Citi's value proposition
Understand and follow trends within the industry to provide thought leadership to clients
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward
Substantial execution experience on complex deals with a proven ability to lead a deal team process
Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
Be the Best for our clients' by understanding and delivering on clients' holistic treasury and strategic agenda
Be responsible for Client-level planning, budget and revenue responsibilities
Demonstrate excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Ability to work effectively in team setting

Fulltime

New

Consulting Senior Manager, Banking, Risk and FSI

We are currently seeking a Consulting Senior Manager, Banking, Risk and FSI to j...

Location

United States , New York

Salary:

167500.00 - 279000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business, Finance, Technology, or related field
6+ years consulting experience in banking, financial services, or fintech
Strong experience in banking, financial services, or fintech
Proven background in business development, growth strategy, account management, consulting, or client engagement
Deep understanding of banking domains such as retail banking, commercial banking, investment banking, payments, lending, risk, compliance, or wealth management
Experience working with large banks or financial institutions in the New York market is preferred
Ability to engage with C-level and senior executive stakeholders
Strong knowledge of digital transformation, cloud, data analytics, AI, automation, cybersecurity, and platform modernization
Excellent communication, negotiation, presentation, and stakeholder management skills
Proven ability to generate pipeline, influence deals, and deliver measurable business growth

Job Responsibility

Drive business growth and market expansion across banking and financial services accounts
Identify new revenue opportunities through digital transformation, technology modernization, data, cloud, AI, automation, and consulting-led solutions
Build and maintain strong relationships with senior banking executives, business stakeholders, and technology leaders
Develop account growth strategies, business acceleration plans, and client-specific value propositions
Partner with sales, delivery, consulting, product, and technology teams to create compelling solutions
Lead strategic discussions around banking operations, core banking modernization, payments, lending, risk, compliance, customer experience, and digital channels
Support proposal development, deal shaping, commercial models, and executive presentations
Track market trends, competitor activity, regulatory changes, and emerging banking technologies
Drive cross-sell and upsell opportunities across existing client portfolios
Ensure alignment between client objectives and business growth initiatives

What we offer

medical, dental, and vision insurance
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Relationship Manager Senior - Homebuilder Finance

The Senior Relationship Manager-Home Builder Finance manages Home Builder Financ...

Location

United States of America , Houston; Atlanta

Salary:

Not provided

Flagstar Bank

Expiration Date

Until further notice

Requirements

Undergraduate Degree (4 years or equivalent) in business, finance or related field
10+ Years financing production homebuilders with at least 5 years in sales
Formal credit training program or experience in reading financial statements
Experience underwriting and structuring builder lines and acquisition & development loans
Experience networking and prospecting new clients and establishing builder finance relationships
Experience with complex transactions/relationships
Experience working with less experienced team members to mentor and develop them, sharing expertise and insights
Expert knowledge of commercial lending credit, underwriting and loan structuring
Expert analytical skills to understand financial and cash flow analyses
Highly developed negotiation skills in addition to excellent verbal and written communication skills

Job Responsibility

Develops new, profitable builder finance relationships
Prospects for new customers through leads developed personally or that come from referral sources
Develops and maintains relationships to generate direct deal flow
Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE)
Works with assigned portfolio managers, engage with sponsors and borrowers on idea generation and relevant opportunities to expand our relationship
Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels
Ultimately responsible for managing the banks risk exposure to acceptable levels
Collaborating with Credit team and outside counsel as needed to prepare credit approval documents and managing onboarding process to ensure transactions are booked appropriately
Stays abreast of industry trends and market conditions that could impact the assigned portfolio of relationships and borrowers
Uses independent judgement and discretion to make decisions

What we offer

medical
dental
vision
life
disability insurance
comprehensive leave program

Fulltime

Banker/Senior Relationship Manager, Citi Commercial Bank Spain

Citi is expanding its Commercial Banking business in Spain and Portugal, serving...

Location

Spain , Madrid

Salary:

101900.00 - 168100.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients
Demonstrate strong credit skills
capable of structuring all credit deals and the ability to identify risks / issues and track them to closure
Experience in managing multiple project timelines and prioritizations
Ability to coordinate multi-functional teams to provide exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results and provide advice regarding the operations and growth of the business
A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients

Job Responsibility

Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, identify and anticipate future needs, roadblocks or risks and expectations, delivering Citi´s product offer and global network
Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
Work closely with EMEA TTS implementation team, CCB Cash Sales Managers, Underwriting / Risk teams, Markets experts and Relationship Associates on a daily basis. Interaction with other CCB teams across the globe. Collaborate with IB and Wealth teams to develop opportunities
Participate in structuring solutions specific to client / industry segment while maintaining overall accountability for clients / transactions and building / strengthening an effective portfolio
Manage the credit relationship of clients, coordinating and overseeing the end-to-end process, ensuring adherence to internal policies and frameworks
actively contribute to the preparation of credit memos, and present and defend proposals before risk and business committees
Maximize client experience by proactively sharing markets updates, trends and intelligence
Monitor and support products’ implementation processes. Manage customers and transactions on CRM platform
Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

Fulltime

Commercial Lending Senior Manager

The Senior Commercial Lending Manager role involves managing large-scale project...

Location

United States , Atlanta

Salary:

132098.00 - 234840.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree in business, computer science, a related field, or professional experience equivalent
8+ years of experience in the Financial Services Industry
5+ years in commercial lending
2+ years of experience leading or participating in IT projects supporting one or more of the following core banking functions: Bank modernization
Core financial services
Mergers, acquisitions, and divestitures
Wealth management
Governance, risk, and compliance
Consent order and response
Data and analytics

Job Responsibility

Manage large-scale projects with complex business or technical issues.
Operate as a technical expert or advisor for one or more applications.
Participate in (and may lead) projects where analysis of systems or data requires an in-depth evaluation of complex business process, system processes, and industry standards.
Regularly mentor and review work of less experienced employees.
Execute schedules, costs and documentation to ensure assigned projects come to successful conclusion.
Initiate corrective action to stay on project schedules.
Prepare project proposals, cost estimates and participate in sales and proposal presentations.
Assist with project initiation, project risk assessment, project team startup, project execution, and post-project review.
Participate and often lead process improvement task forces.
Contributor to the development of leading-edge consulting solutions.

What we offer

medical, dental, and vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

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Senior Lead Commercial Banking Relationship Manager

Job Description

Job Responsibility

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What we offer

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