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Senior Lead Commercial Banking Relationship Manager

Queens County Bar Association

New York (NY)

On-site

USD 144,000 - 300,000

Full time

7 days ago
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Job summary

A leading financial institution seeks a Senior Lead Commercial Banking Relationship Manager to cultivate and manage complex client relationships, drive strategic solutions, and engage with various stakeholders within the banking sector. The ideal candidate will have extensive experience in commercial banking, excellent communication abilities, and a robust network in the Brooklyn area. This position offers a competitive salary and benefits package, along with opportunities for career advancement within the organization.

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Tuition reimbursement

Qualifications

  • 7+ years of experience in commercial banking or relevant sectors.
  • Comprehensive knowledge of banking products and services.
  • Established network in Brooklyn and surrounding areas.

Responsibilities

  • Develop and maintain complex client relationships.
  • Lead strategy for highly complex solutions in commercial banking.
  • Advise senior management on business solutions.

Skills

Commercial Banking Relationship Management
Financial Analysis
Sales Performance
Communication Skills

Education

Bachelor's Degree in Finance

Job description

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market.

Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:
  • 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


Required Qualifications:
  • 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


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 within the Emerging Middle Market segment
  • Established network in Brooklyn and surrounding areas
  • Existing Brooklyn in-market network to fuel business development
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships
  • Experience developing and maintaining external and internal partnerships
  • Experience consistently delivering strong sales performance
  • Self-starter who takes initiative and works independently with minimal supervision
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor's Degree in Finance or relevant business degree

Job Expectations:
  • This position is not eligible for Visa sponsorship
  • Ability to travel up to 10% of the time
  • 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

#CommercialBanking

Location:
  • 150 E 42nd St- NEW YORK, NY 10017

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$144,400.00 - $300,000.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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

Posting End Date:
6 Jul 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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