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Senior Commercial Banking Relationship Manager

at Wells Fargo

Wells FargoSAN FRANCISCO, CAPosted 2026-06-18
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Job description

Wells Fargo is seeking a Mid Corp Relationship Manager as part of the Northwest Division. Learn more about career areas and business divisions at wellsfargojobs.comIn this role, you will:Support Mid-Corporate Relationship Managers (RMs) in attracting, growing, and retaining client relationships.Prepare client data, pitch books, and presentation materials for meetings and internal discussions.Assist with client calls through pre-call planning, note-taking, and post-call follow-up.Maintain regular portfolio reviews with RMs; track opportunities, manage workload across multiple transactions, and ensure timely completion of deliverables.Engage product partners to deliver tailored solutions based on client needs, industry trends, and financial analysis.Coordinate with Credit, Operations, PES and other internal teams on screening, annual reviews, renewals, financial analysis and deal closings to ensure smooth execution of transactions.Manage client administration, including account openings, service coordination, and issue resolution.Handle Treasury Management and deposit requests; ensure timely approvals.Support compliance activities including audits, adherence to internal policies, and regulatory reviews.Represent Wells Fargo in the marketplace through community engagement and networking.Assist in structuring and renewing complex transactions; analyze financials and collaborate with senior peers.Lead or resolve complex initiatives within Relationship Management; ensure compliance with policies.Utilize systems and dashboards for data-driven relationship planning and strategy.Partner with Business Development Representatives to source new clients.Share earnings call summaries and investor prep materials internally.Identify cross-sell opportunities from client and partner interactions.Uphold Wells Fargo’s vision, values, and disciplined sales practices.Ensure proper task ownership across risk, compliance, and product teams.Required Qualifications:4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:In-depth knowledge of core banking products and services, including commercial lending and treasury managementMinimum 2 years of experience in Commercial Banking or Corporate & Investment BankingProven experience managing commercial banking relationships within the Mid-Corporate segmentCompletion of a formal credit training programTrack record of collaborating across teams to deliver comprehensive solutions to clients and prospectsDemonstrated ability to generate new relationships and build long-term client partnershipsSkilled in identifying and mitigating risk while ensuring compliance with policies and proceduresStrong accounting and financial analysis skills with the ability to interpret financial statementsProficiency in MS Office and CRM toolsHighly collaborative team player with excellent interpersonal skills and managing multiple prioritiesExceptional verbal and written communication abilitiesJob Expectations:This position is not eligible for Visa sponsorshipSpecific 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 processAbility to travel up to 10% of the time#CommercialBankingLocation333 Market Street, San Francisco, CA 94105Pay Range 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.$143,000.00 - $224,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:24 Jun 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol Policy Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and
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