Principal Commercial Banking Relationship Manager
Core
Develop, retain, and grow highly complex client relationships in Commercial Auto, providing unique financing structures and treasury management solutions for dealerships and commercial clients.
Role type
Principal Commercial Banking Relationship Manager
Builds
Large-scale client-specific financing structures, loan, deposit, fee, and treasury management solutions for middle-market and mid-corporate companies.
Domain
Commercial Banking / Specialized Industries (Automotive Dealerships)
Required skills
Relationship management, financial analysis, strategic planning, client prospecting, cross-functional leadership, risk control, process improvement, mentoring, regulatory compliance.
Preferred skills
Syndication experience, investment banking product experience, experience with clients generating $100MM+ revenue.
Technologies
FINRA licensing systems, Wells Fargo internal banking platforms.
Responsibilities
Act as a subject matter expert for complex cash flow and real estate loans; lead strategy and resolution for full suite of complex commercial solutions; provide vision and leadership on company-wide relationship management strategies; source and originate new commercial banking relationships; mentor less experienced colleagues; drive relationship planning and sales pipeline disciplines.
Seniority
Principal, strategic leadership & mentorship