Lead Commercial Banking Relationship Manager

Wells Fargo • San Jose, CA • 3h ago

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

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$167,000.00 - $260,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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

Posting End Date:

28 May 2026

*Job posting may come down early due to volume of applicants.

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-542218

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