Senior Lead Technology Commercial Banking Relationship Manager
$159,000–$254,000 year
On-siteMiami, Florida, United States or West Palm Beach, Florida, United States
Job Summary
Develop and retain complex client relationships by analyzing financials, presenting to clients, and coordinating with internal stakeholders to structure, modify, and renew cash flow and real estate loans. Review and offer the full suite of complex solutions to commercial clients, engaging product organizations to develop client-specific strategies. Make decisions in complex situations requiring solid understanding of policies, procedures, and compliance requirements to drive new initiatives. Strategically collaborate with peers and managers to resolve client issues, identify process improvements, and serve as a mentor for less experienced colleagues. Support Business Development Representatives in sourcing new clients while maintaining sales and pipeline disciplines. This role covers early-stage companies and focuses on deepening an existing portfolio of clients within Wells Fargo's technology banking team.
Required Qualifications
- 7+ years of Commercial Banking Relationship Management experience
- Equivalent demonstrated through work experience
- Equivalent demonstrated through training
- Equivalent demonstrated through military experience
- Equivalent demonstrated through education
- Ability to travel up to 30% of the time
- Completion of formal credit training program
Desired Qualifications
- Fundamental knowledge of the technology ecosystem
- Extensive relationships with technology companies
- Extensive relationships with venture capital firms
- Extensive relationships with non-bank lenders
- Extensive relationships with service providers
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships
- Demonstrated experience building and retaining long-term client relationships
- Experience identifying and mitigating risk
- Ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
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