Principal Commercial Auto Relationship Manager
Company | Wells Fargo |
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Location | Houston, TX, USA, Austin, TX, USA, The Woodlands, TX, USA, San Antonio, TX, USA, Irving, TX, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Expert or higher |
Requirements
- 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships
- Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale 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 industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization’s business and financial operations
- Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act 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
- Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization’s business and financial operations
Preferred Qualifications
- Comprehensive knowledge and understanding of core banking products and services
- 3+ years working with retail franchise automotive dealerships to provide lending solutions, inventory financing, and floor plan financing
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Proven ability to build effective partnerships, such as Treasury Management, WIM, and Indirect Retail
- Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
- Completion of formal credit training program
- Commercial banking account relationship management experience within the Emerging Middle Market / Middle Market segment
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills