Job Information
Wells Fargo Commercial Banking Relationship Management Director in PALO ALTO, California
About this role:
Wells Fargo is seeking a Commercial Banking Relationship Management Director for clients with annual revenue of $25MM to $2B supporting the South Bay Coastal market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)
In this role you will:
Act as a subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic 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
Manage and develop two or more teams of managers and professionals in Commercial Banking on the structuring, modification, and renewal of moderate to high complexity and risk cash flow, real estate loans, and certain other industry specific solutions, including leading the analysis of financials, presenting to clients, and engaging and influencing stakeholders and partners associated with function and affected by outcomes
Identifyopportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management
Lead relationship management team by making strategic decisions to resolvehighly complexissues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives
Manage allocation of people and financial resources to ensure commitments are met and align with strategicobjectivesfor multiple areas; develop and guide a culture of talent development to meet businessobjectivesand strategy and serve as a mentor for less experienced individuals
Strategically lead team in driving relationship planning activities andmaintainsales and pipeline disciplines by keeping information current in relevant systems
Partner with Commercial Lending Product Management to provide vision, leadership, andexpertiseon client and market needs that enable large-scale companywide strategies that significantly influence the organization's business and influence financial operations
Strategically lead team to offer the full suite of solutions to meet clients’ needs, by developing best practices to engage product organizations and understand clients’ businesses, strategicobjectives, operational priorities, and financial positions
Lead relationship management team to support Business Development Representatives in sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service
Required Qualifications:
8+ years of Commercial Banking Relationship Management or leadership experience, or equivalent experiencedemonstratedthrough one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
Desired qualifications :
Comprehensive knowledge and understanding of core banking products and services,suchascommercial lendingand treasury management
Completion of formal credit training program
Commercial banking account relationship management experiencefor clients with annual revenue of$25MM to $2B
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships,building,andretaininglong-term client relationships
Experience developing andmaintainingexternal and internal partnerships
Experience identifyingand mitigatingrisk, ensuring compliance with processes andprocedures
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 applyregardingoutside 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
Travel : Ability to travel
US only: Obtaining and/ormaintainingappropriate FinancialIndustry Regulatory Authority (FINRA) license(s) isrequiredfor ongoing employment in this position. In addition, state registration, specific product licenses, or SAFE licensing may apply.Additionalrequirements include meeting enhanced financial fitness and criminal background standards.Wells Fargo willinitiatethe FINRA review process at the time of offer of acceptance.Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of dateof hire if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted.Compliance with state law registration and licensing requirements is mandatory. Specific compliance policies may applyregardingoutside 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.For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also berequired. 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, whichstatesthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.
#CommercialBanking
Location:
400 Hamilton Ave - Palo Alto, CA 94301
50 W San Fernando Street - San Jose, CA 9511
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.
$250,000.00 - $420,000.00
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:
15 Apr 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-534337