Marketing Events & Influencer Partnership Manager at SourceWhale leading event - driven community growth. Building industry partnerships and managing high - impact events.
About the role
- Associate Relationship Manager for Wells Fargo's Commercial Banking Program. Developing client relationships and financial solutions for the Middle Market Group.
Responsibilities
- Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization
- Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers
- Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions
- Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs
- Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group
- Collaborate and consult with peers, colleagues, and managers to resolve client issues
- Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines
Requirements
- 2+ years of Commercial Banking Relationship Management or Credit Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor's degree in finance, accounting or related business degree
- Completion of Commercial Banking Financial Analyst Program
- Commercial account relationship management experience
- Intermediate knowledge and understanding of core banking products: deposits, commercial credit, and treasury
- Basic understanding of financial accounting
- Foundational ability to interpret financial statements, summarize findings and structure credit transactions
- Experience with underwriting moderately complex credit and debt structure
- Intermediate Microsoft Office skills
Benefits
- Relocation assistance may be available for this program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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