Wf
Senior Lead Technology Commercial Banking Relationship Manager
NEW YORK, NY · Senior
H1B sponsorship available$191k-$305kDetected 14 hours ago
ComplianceFinancial AnalysisCommunicationUnderwriting
About the role
- 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 addition, state registration, specific product licenses or SAFE licensing may apply.
Responsibilities
- 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
- Perform financial analysis and underwriting in the areas of credit, cash flow and collateral
- Develop trusted relationships at the operational, c-suite, and board of director levels
- Drive relationship planning activities to deliver the full suite of bank solutions
- Maintain sales and pipeline disciplines by keeping information current in relevant systems
- Wells Fargo maintains a drug free workplace.
Requirements
- Fundamental knowledge of the technology ecosystem
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Ability to travel up to 30% of the time
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
- Obtaining FINRA Series 63 and Series 79, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire.
- For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
- Obtaining FINRA Series 63 and Series 79, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.
- 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 Series 79 exam 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
- Excellent verbal, written, and interpersonal communication skills
Compensation
- Reflected is the base pay range offered for this position.
- Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location.
- Employees may also be eligible for incentive opportunities.
- $191,000.00 - $305,000.00
Benefits
- Health benefits
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Commuter benefits
- Tuition reimbursement
- Adoption reimbursement
Company info
- Partner with existing clients to ensure we are helping them meet their current and future needs
- 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.
Equal opportunity
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer.
Visa & Work Authorization
- This position is not eligible for Visa sponsorship
This listing is sourced directly from Wf's careers page and normalized into a canonical job model.