Senior Lead Technology Banking Relationship Manager

Keane & Beane, P.C.; West Lebanon (NH); Hybrid; USD 144,000 - 300,000; Full time

Job summary

A leading company in the banking sector seeks an experienced Relationship Manager to join their New York technology banking team. The role involves developing and maintaining complex client relationships, driving new business opportunities, and collaborating with various internal teams to offer banking solutions. This position requires a minimum of 7 years of experience in commercial banking and a strong network in the technology ecosystem.

Benefits

Health benefits

401(k) Plan

Paid time off

Tuition reimbursement

Commuter benefits

Qualifications

• 7+ years of Commercial Banking Relationship Management experience.
• Extensive relationships with technology companies and venture capital firms.
• Demonstrated experience generating new client relationships.

Responsibilities

• Develop, retain, and grow complex client relationships.
• Drive revenue generation across Wells Fargo's platform.
• Identify and qualify top prospects in the market.

Skills

Excellent verbal communication

Excellent written communication

Interpersonal communication

Job description

About this role:

Wells Fargo's Specialized Industries Technology Banking Group banks and finances venture capital and private equity backed companies in the United States. We focus on technology companies from pre-revenue/seed stage through initial public offering.

We are seeking an experienced Relationship Manager to join our New York technology banking team. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about the career areas and lines of business at www.wellsfargo.com/careers.

In this role, you will:

• Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers
• Drive revenue generation across Wells Fargo's platform by proactively identifying new credit and non-credit opportunities for new and existing clients
• Handle all aspects of originating, structuring, and executing bank lending and other credit related products
• Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups
• Perform financial analysis and underwriting in the areas of credit, cash flow and collateral
• Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities
• Partner with existing clients to ensure we are helping them meet their current and future needs
• Develop trusted relationships at the operational, c-suite, and board of director levels
• Stay informed of industry trends, market news, and emerging technology
• Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
• Drive relationship planning activities to deliver the full suite of bank solutions
• Maintain sales and pipeline disciplines by keeping information current in relevant systems

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:

• Fundamental knowledge of the technology ecosystem
• Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
• 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 Middle Market segment
• 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 identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Job expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• 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
• Ability to travel up to 20% of the time

#commercialbanking

Location:

• 500 West 33rd Street - New York, New York 10001

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:
8 Jun 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.