Wells Fargo's Specialized Industries Technology Banking Group is seeking a Lead Relationship Manager to expand our Northern California Early Stage team. The primary responsibilities of the role are focused on new client acquisition, client relationship management, and driving revenue generation opportunities.
Learn more about the career areas and business divisions at www.wellsfargojobs.com.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Location:
Learn more about the career areas and business divisions at www.wellsfargojobs.com.
In this role, you will:
- Develop, retain, and expand complex client relationships by understanding financial priorities and decision-maker needs, while proactively identifying new opportunities across the Wells Fargo platform to drive multi-line revenue growth.
- Coordinate transactions with our credit, treasury management, foreign exchange, and other partner groups
- Gather financial statements to analyze and make recommendations based on findings.
- 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:
- 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
Desired Qualifications:
- Proven ability to develop and execute a sales strategy
- Local in-market network
- Experience developing partnerships, externally and internally
- Account relationship management experience and treasury management product knowledge
- Treasury Management product knowledge
- Trusted industry relationships-operational, C-suite and/or board levels
- Understands segments, markets, technology, venture capital
- Experience and knowledge related to key risks for companies within the Technology industry, including pre-profit VC-backed companies
- Effective organizational, multi-tasking, and prioritizing skills
- Bachelor's and/or Master's degree
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- Ability to travel up to 20% 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:
- 333 Market St, San Francisco, CA 94105
- 1655 Grant, 1655 Grant St, Concord, CA 945520
- 50 W San Fernando St, San Jose, CA 95113
- 400 Hamilton Ave, Palo Alto CA 94301
Top Skills
Commercial Banking
Financial Analysis
Treasury Management
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