Lead Commercial Banking Relationship Manager

Posted 6 Days Ago
Be an Early Applicant
4 Locations
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Wells Fargo's Specialized Industries Technology Banking Group is seeking a Lead Relationship Manager to expand our Northern California Early Stage 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 business divisions at www.wellsfargojobs.com.
In this role, you will:
  • Develop, retain, and expand complex client relationships by understanding financial priorities and decision-maker needs, while proactively identifying new opportunities across the Wells Fargo platform to drive multi-line revenue growth.
  • Coordinate transactions with our credit, treasury management, foreign exchange, and other partner groups
  • Gather financial statements to analyze and make recommendations based on findings.
  • Develop trusted relationships at the operational, c-suite, and board of director levels
  • Stay informed of industry trends, market news, and emerging technology
  • Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
  • Drive relationship planning activities to deliver the full suite of bank solutions
  • Maintain sales and pipeline disciplines by keeping information current in relevant systems

Required Qualifications:
  • 5+ 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
  • Local in-market network
  • Experience developing partnerships, externally and internally
  • Account relationship management experience and treasury management product knowledge
  • Treasury Management product knowledge
  • Trusted industry relationships-operational, C-suite and/or board levels
  • Understands segments, markets, technology, venture capital
  • Experience and knowledge related to key 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

Job Expectations:
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • 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.
  • #CommercialBanking

Location:
  • 333 Market St, San Francisco, CA 94105
  • 1655 Grant, 1655 Grant St, Concord, CA 945520
  • 50 W San Fernando St, San Jose, CA 95113
  • 400 Hamilton Ave, Palo Alto CA 94301

Top Skills

Commercial Banking
Financial Analysis
Treasury Management
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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