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Associate Relationship Manager

Wells Fargo

Wells Fargo

People & HR, Customer Service
Cincinnati, OH, USA · Dayton, OH, USA · Miamisburg, OH, USA
Posted on Jul 10, 2025

About this role:

Wells Fargo is seeking an Associate Relationship Manager (Commercial Banking Relationship Manager) to support our Commercial Banking Middle Market group. Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of the business.

Middle Market Banking provides comprehensive financial services to commercial customers primarily with annual sales from $25 million to $2 billion across the United States and Canada. Learn more about the career areas and business divisions at www.wellsfargojobs.com.

In this role, you will:

  • Develop, retain, and grow low to moderately 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
  • Participate in the structuring, modification, and renewal of low to 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 majority of suite of basic solutions offered by Wells Fargo to commercial clients to meet low to moderately complex needs that require research, evaluation and exercising independent judgement to engage product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, financial positions and guide medium risk deliverables
  • Present recommendations for resolving low to moderately complex initiatives and deliverables within the Commercial Banking Relationship Management group and exercise independent judgement while developing expertise in 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; collaborate on projects and teams
  • Participate in 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 use of tools to deliver credit solutions more effectively to meet client and market needs


Required Qualifications:

  • 2+ 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:

  • BS/BA degree or higher in business, finance, or accounting
  • Intermediate Microsoft Office skills
  • Ability to build and maintain productive working relationships with internal partners
  • Ability to represent Wells Fargo with confidence, positive energy, and clear communication in the marketplace
  • Comprehensive knowledge and understanding of Risk Management
  • Sound problem solving and decision-making skills
  • Proactive, persistent, organized, and results oriented
  • High level of initiative and accountability
  • Ability to work in a fast-paced deadline driven environment
  • Effective time management and organization skills
  • Excellent verbal, written, and interpersonal communication skills
  • Experience with underwriting moderately complex credit and debt structure
  • Foundational ability to interpret financial statements, summarize findings and structure credit transactions
  • Basic understanding of financial accounting
  • Intermediate knowledge and understanding of core banking products: deposits, commercial credit, and treasury
  • Commercial account relationship management experience

Job expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule; 4 days in office, one day remote
  • Ability to travel up to 20% of the time
  • 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

Locations:

  • 8044 Montgomery Rd. - Cincinnati, Ohio 45236
  • 10100 Innovation Dr. Ste 140 - Miamisburg, Ohio 45342

Posting End Date:

22 Jul 2025

*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.

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.

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.