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  • Lead Commercial Banking Relationship Manager

    Wells Fargo (West Palm Beach, FL)



    Apply Now

    About this role:

    Wells Fargo is seeking a Lead Commercial Banking Relationship Manager supporting business clients that have sales revenue up to $100MM to join our team in in Palm Beach County and Treasure Coast market. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

    In this role, you will:

    + Develop, retain, and grow client relationships through relationship management by understanding the needs and priorities of clients and financial decision makers

    + Lead structuring, modification, and renewal of cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, coordinating with internal stakeholders and presenting credit solutions to clients

    + Review, understand, and offer the full suite of solutions offered by Wells Fargo to commercial clients

    + Make decisions in complex and multi-faceted situations within Commercial Banking, requiring solid understanding of relevant policies, procedures, and compliance requirements

    + Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives

    + Navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements

    + 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

    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:

    + Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM

    + Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices

    + Experience leveraging Treasury Management products and services

    + Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements

    + Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues

    + Experience consistently delivering strong sales performance

    + Excellent verbal, written, and interpersonal communication skills

    + Strong organizational, multi-tasking, and prioritizing skills

    + Completion of formal credit training program

    + Demonstrated experience generating new client relationships, building and retaining long-term client relationships

    Job Expectations:

    + This position is not eligible for Visa sponsorship

    + 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 10% of the time

     

    \#CommercialBanking

    Location:

    + 525 Okeechobee Blvd Ste 700- WEST PALM BEACH, FL 33401

    + 1675 N Military Trail- BOCA RATON, FL 33486

    Posting End Date:

    14 Jun 2025

     

    _*Job posting may come down early due to volume of applicants._

     

    We Value Equal Opportunity

     

    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.

     

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

     

    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.

     

    Applicants with Disabilities

     

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

     

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

    **Req Number:** R-462265

     


    Apply Now



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