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  • Principal Technology Mid-Corporate Relationship…

    Wells Fargo (Charlotte, NC)



    Apply Now

    About this role:

    Wells Fargo is seeking a Principal Technology Banking Relationship Manager to join our Charlotte technology banking team. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about the career areas and lines of business at www.wellsfargo.com/careers .

    In this role you** **will:

    + Serve as an expert advisor to leadhighly complexand substantial cash flow and real estate loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact,high riskor 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 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 industryexpertiseregardingMid-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 businessobjectives, 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,leveraginga solid understanding of clients’ businesses, strategicobjectives, operational priorities, and financial positions

    + Drive relationship planning activities to deliver the full suite of solutions andmaintainsales 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

    Required Qualifications:

    + 10+ years of Mid-Corporate Relationship Management experience, or equivalentdemonstratedthrough one or a combination of the following: work experience, training, military experience, education

    Desired qualifications** **:

    + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

    + Successfully completed FINRA Series63and79exams to qualify for immediate registration (or FINRA recognized equivalents)

    + Completion of formal credit training program

    + Commercial banking account relationship managementfor clients with annual revenue of$100MM to $2B

    + Demonstrated experience working collaboratively to deliver the organization to clients and prospects

    + Demonstrated experience generating new client relationships,buildingandretaininglong-term client relationships

    + Experienceidentifyingand mitigatingrisk, ensuring compliance with processes andprocedures

    + Excellent verbal, written, and interpersonal communication skills

    Job expectations** **:

    + This position is not eligible for Visa sponsorship

    + This position offers a hybrid work schedule

    + Obtaining and/ormaintainingappropriate FinancialIndustry Regulatory Authority (FINRA) license(s) isrequiredfor ongoing employment in this position. In addition, state registration, specific productlicensesor SAFE licensing may apply.Additionalrequirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo willinitiatethe FINRA review process at the time ofofferacceptance.

    + Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of dateof hire if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted.

    + Compliance with state law registration and licensing requirements is mandatory.

    + Specific compliance policies may applyregardingoutside 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.

    + For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also berequired.

    + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, whichstatesthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.

    + _Travel_ : Ability to travel up to _50%_ of the time

     

    \#commercialbanking

    Location:

    + 550 South Tryon Street - Charlotte, North Carolina 28202

     

    Pay Range

     

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

     

    $215,000.00 - $355,000.00

     

    Benefits

     

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

     

    + 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

    Posting End Date:

    13 Nov 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.

     

    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-504570

     


    Apply Now



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