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Wells Fargo · 1 day ago

Principal Commercial Banking Relationship Manager - Beverage

CHARLOTTE, NC

Full-time

Hybrid

Lead/Staff

$185K/yr - $300K/yr

10+ years exp

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the Beverage Finance team as part of the Commercial Bank. The role involves serving as an expert advisor to manage complex financial solutions for Middle Market clients, leading process improvements, and developing client-specific solutions while engaging with internal stakeholders.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Middle Market and Middle Market and Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders

Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Middle Market and Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

Provide vision, leadership, and industry expertise regarding Middle Market and Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations

Strategically lead 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, represent the company externally as an expert and act as a mentor for less experienced colleagues

Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems

Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network

Qualification

Commercial Banking ExperienceMiddle Market ExpertiseFINRA Series 63Credit Training ProgramRisk MitigationClient Relationship ManagementInterpersonal CommunicationCollaborative Work

Required

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