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Wells Fargo

Lead Commercial Banking Relationship Manager

Wells Fargo is hiring a Lead Commercial Banking Relationship Manager in San Francisco, United States. Level rates it ; you can apply on Wells Fargo.

Level's read on this job

  • Little AI ●○○○ is how Level rates this role: aI is not part of the work.
  • Tools and skills the posting cites include Salesforce, commercial banking and relationship management.
  • Level classifies it as a lead role.
  • Level lists 1,500+ other open roles at Wells Fargo.
  • The role was posted within the past week.

AI in this role

Lead commercial banking relationships for mid-to-large market clients by developing comprehensive financial solutions.

Salesforce
commercial-bankingrelationship-managementfinancial-analysisloan-structuring

About this role:

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $100MM to $2B supporting the San Francisco, CA market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com


In this role you will:

  • Develop, retain, and grow 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.
  • Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions.
  • Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and 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.
  • Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives.
  • Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve 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.
  • Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networksPartner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively.

Required Qualifications:

  • 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through 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.
  • Completion of formal credit training program.
  • Established local network and comprehensive knowledge of the San Francisco, CA market and surrounding areas.
  • Commercial banking account relationship management experience for 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, building and retaining long-term client relationships.
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures.
  • Excellent verbal, written, and interpersonal communication skill.

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Specific 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 process.
  • Travel: Ability to travel

#CommercialBanking


Location:

  • 333 Market Street, San Francisco, CA


Pay 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. $167,000.00 - $260,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:

20 Nov 2026

*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.

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 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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

How we rate this

Lead Commercial Banking Relationship Manager at Wells Fargo rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Commercial BankingRelationship ManagementFinancial AnalysisLoan StructuringSalesforce

Questions you could be asked

  1. Tell me about a project where commercial banking was part of your work. What did you do?
  2. Tell me about a project where relationship management was part of your work. What did you do?
  3. Tell me about a project where financial analysis was part of your work. What did you do?
  4. Tell me about a project where loan structuring was part of your work. What did you do?
  5. Walk me through how you've used Salesforce in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Commercial Banking, Relationship Management, Financial Analysis, Loan Structuring, and Salesforce. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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