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, adherence to internal policies, and regulatory reviews.
• Represent Wells Fargo in the marketplace through community engagement and networking.
• Assist in structuring and renewing complex transactions; analyze financials and collaborate with senior peers.
• Lead or resolve complex initiatives within Relationship Management; ensure compliance with policies.
• Utilize systems and dashboards for data-driven relationship planning and strategy.
• Partner with Business Development Representatives to source new clients.
• Share earnings call summaries and investor prep materials internally.
• Identify cross-sell opportunities from client and partner interactions.
• Uphold Wells Fargos vision, values, and disciplined sales practices.
• Ensure proper task ownership across risk, compliance, and product teams.

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:

• In-depth knowledge of core banking products and services, including commercial lending and treasury management
• Minimum 2 years of experience in Commercial Banking or Corporate & Investment Banking
• Proven experience managing commercial banking relationships within the Mid-Corporate segment
• Completion of a formal credit training program
• Track record of collaborating across teams to deliver comprehensive solutions to clients and prospects
• Demonstrated ability to generate new relationships and build long-term client partnerships
• Skilled in identifying and mitigating risk while ensuring compliance with policies and procedures
• Strong accounting and financial analysis skills with the ability to interpret financial statements
• Proficiency in MS Office and CRM tools
• Highly collaborative team player with excellent interpersonal skills and managing multiple priorities
• Exceptional verbal and written communication abilities

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
• Ability to travel up to 10% of the time

#CommercialBanking

Location

• 333 Market Street, San Francisco, CA 94105

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.

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:

*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 units 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.