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ESOP Advisory Principal Relationship Manager
ESOP Advisory Principal Relationship ManagerCalifornia Staffing • Los Angeles, CA, US
ESOP Advisory Principal Relationship Manager

ESOP Advisory Principal Relationship Manager

California Staffing • Los Angeles, CA, US
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  • [job_card.full_time]
[job_card.job_description]

Principal Commercial Banking Relationship Manager

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. In this role, you will :

Develop, retain, and grow highly 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; act as a subject matter expert to guide and influence others in growing relationships.

Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders.

Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions.

Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations.

Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act 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.

Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks.

Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations.

Required Qualifications :

  • 10+ 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 :

  • 3+ years of ESOP related sales or advisory experience
  • Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
  • Completion of formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects
  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • Job Expectations :

    This position is not eligible for Visa sponsorship. This position offers a hybrid work schedule. 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.

    Obtaining and / or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

    Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. Compliance with state law registration and licensing requirements is mandatory.

    This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Travel : Ability to travel up to 50% of the time.

    Location :

    2700 S Price Road - Chandler, Arizona 85286

    333 Market Street - San Francisco, California 94105

    10 South Wacker Street - Chicago, Illinois 60606

    299 South Main Street - Salt Lake City, Utah 84111

    6325 South Rainbow Boulevard - Las Vegas, Nevada 89118

    600 South 4th Street - Minneapolis, Minneapolis 55415

    401 Las Colinas Boulevard West - Irving, Texas 75039

    114 North Beaumont Street - Saint Louis, Missouri 63103

    1300 Southwest 5th Avenue - Portland, Oregon 97201

    999 3rd Avenue - Seattle, Washington 98104

    333 South Grand Avenue - Los Angeles, California 90071

    Pay Range : $185,000.00 - $300,000.00

    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
  • 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.

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