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Wells Fargo
IRVINE, California, United States
(on-site)
Posted
16 hours ago
Wells Fargo
IRVINE, California, United States
(on-site)
Job Type
Full-Time
Job Function
Other Profession
Principal Commercial Banking Relationship Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Principal Commercial Banking Relationship Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
About this role:Wells Fargo is seeking a Principal Commercial Auto Relationship Manager to join our Southern California based Auto banking team. Learn about the career areas and lines of business at www.wellsfargo.com/careers.
In this role, you will:
- 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
Required Qualifications:
- 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
Desired Qualifications:
- 5+ years of commercial auto relationship management experience
- Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
- Completion of formal credit training program
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience developing and maintaining external and internal partnerships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- 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
- Ability to travel up to 50% of the time
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
- 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
- Compliance with state law registration and licensing requirements is mandatory
- 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
- For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
#commercialbanking
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.
$185,000.00 - $300,000.00
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:
2 Jul 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.
Job ID: 84869293
Please refer to the company's website or job descriptions to learn more about them.
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