Job Description

Senior Lead Banking Relationship Manager

Wells Fargo is seeking a Senior Lead Banking Relationship Manager to join our Technology team in Specialized Industries as part of the Commercial Bank. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients in Dallas.

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
• Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
• 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 30% of the time

Location:

• 14241 Dallas Parkway - Dallas, Texas 75254

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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, Aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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.

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