Senior Sponsor Commercial Banking Relationship Manager jobs in United States
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Wells Fargo · 8 hours ago

Senior Sponsor Commercial Banking Relationship Manager

Wells Fargo is seeking a Senior Relationship Manager for their Sponsors group within the Commercial Banking Middle Market Group. This role involves developing and managing complex client relationships, leading capital markets transactions, and collaborating with various stakeholders to deliver tailored financial solutions.

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Responsibilities

Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and database management. Provide periodic guidance to junior associate supporting the broader sponsors team
Independently develop, retain, and grow complex client relationships and while leveraging a solid understanding of 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
Lead or participate in the structuring, modification, and renewal of complex capital markets transactions, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
Prepare screening memos to be shared with senior partners around capital markets related transactions
Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial and investment banking clients to meet those needs that 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
Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo's business objectives by helping clients navigate Wells Fargo's processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as 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
Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Qualification

Commercial BankingLeveraged financeCredit training programFinancial modelingUnderwriting complex creditFinancial statement interpretationMicrosoft OfficeRelationship managementAccountabilityCommunication skillsInitiative

Required

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

Preferred

Leveraged finance and related activities experience
Completion of formal credit training program
Intermediate knowledge and understanding of core commercial banking and investment products: deposits, commercial credit, and treasury
Experience with underwriting complex credit and debt structure
Foundational ability to interpret financial statements, summarize findings and structure credit transactions
Experience working with financial modeling
Ability to work in a fast-paced deadline driven environment
Demonstrated high level of initiative and accountability
Ability to build and maintain productive working relationships with internal partners
Intermediate Microsoft Office skills
Bachelor's degree in finance, accounting, or related business degree
Excellent verbal, written, and interpersonal communication skills

Benefits

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

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase