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Senior Commercial Banking Relationship Manager

Wells Fargo · San Francisco, California, US

Wells Fargo is seeking a Mid Corp Relationship Manager as part of the Southwest Division. Learn more about career areas and business divisions at wellsfargoj...

Job description

Wells Fargo is seeking a Mid Corp Relationship Manager as part of the Southwest Division. Learn more about career areas and business divisions at wellsfargojobs.com In 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, adheren...