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Senior Technology Banking Relationship Manager

Wells Fargo

Wells Fargo

IT, Customer Service
Dallas, TX, USA
Posted on Tuesday, June 11, 2024

About this role:

Wells Fargo’s Specialized Industries Technology Banking Group is seeking a Relationship Manager to join our Dallas, TX team. The primary responsibilities of the role are focused on new client acquisition, client relationship management, and driving revenue generation opportunities. Learn more about the career areas and lines of business at www.wellsfargo.com/careers .


In this role, you will:

  • Independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of 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 or participate in the structuring, modification, and renewal of moderately 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 moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that require 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
  • Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or 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 networks
  • Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively


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, education

Desired Qualifications:

  • Proven ability to develop and execute a sales strategy resulting in successful sourcing new clients
  • Account relationship management experience and treasury management product knowledge
  • Experience developing external and internal partnerships
  • Existing in-market network and trusted technology industry relationships-operational, C-suite and/or board levels
  • Understands segments, markets, technology, venture capital and risks for companies within the Technology industry, including pre-profit VC-backed companies
  • Effective organizational, multi-tasking, and prioritizing skills
  • Bachelor’s and/or Master’s degree preferred

Posting End Date:

30 Jun 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.