Account Manager managing key customer relationships in industrial automation sector. Collaborating to enhance customer relations and driving business development strategies.
About the role
- Senior Business Banking Relationship Manager supporting business clients in California. Sourcing new clients and managing relationships to drive portfolio growth with financial strategies.
Responsibilities
- Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
- Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
- Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
- Manage a moderately complex book of business
- Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
- Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
- Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
- Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
- Present credit recommendations and financial strategies to clients and internal stakeholders
- Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
- Tailor solutions to client operating cycles, cash flow needs, and strategic goals
- Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
- Engage financial decision-makers with proactive communication and responsive service
- Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
- Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care.
Requirements
- 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue
- Strong knowledge of deposit and cash management products and services
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
- Ability to balances needs of clients with associated risks and interests of Wells Fargo
- 3+ years of experience in business-to-business sales
- Established network in the local market
- Knowledge and understanding of financial services industry
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office skills
- A BS/BA degree or higher.
Benefits
- 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
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Experience level
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