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Investor Real Estate Principal Commercial Banking Relationship Manager

Investor Real Estate Principal Commercial Banking Relationship Manager

USA JobsDallas, TX, US
1 day ago
Job type
  • Full-time
Job description

Principal Commercial Banking Relationship Manager

About this role : Wells Fargo is seeking a Principal Commercial Banking Relationship Manager within our Investor Real Estate (IRE) segment supporting clients with annual revenue of $100MM and up covering the Dallas, TX market 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
  • Serve as a top subject matter expert, leading highly complex and high-impact solutions related to cash flow, real estate loans, and other industry-specific financial products.
  • Analyze financial statements and data to develop strategic recommendations and present findings to clients.
  • Coordinate with internal stakeholders across multiple departments to ensure seamless execution of client solutions.
  • Build and manage a complex portfolio of Investor Real Estate (IRE) relationships, driving growth and profitability.
  • Navigate high-risk scenarios with sound judgment and strategic insight, ensuring compliance and risk mitigation.
  • Influence enterprise-level decisions through deep industry knowledge and financial acumen.
  • 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 :

  • Proven experience in the origination and management of loans across multiple asset classes, including multi-family, industrial, hospitality, retail, self-storage, and office properties.
  • Deep understanding of the commercial real estate industry and local markets
  • Expertise in investor real estate loan structures, including documentation negotiation and successful loan closings.
  • Demonstrated ability to build and maintain a complex portfolio of Investor Real Estate (IRE) relationships.
  • Strong background in business development, with a track record of successful Investor Real Estate (IRE) relationship management.
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management??
  • Completion of formal credit training program?
  • Commercial banking account relationship management experience within the Middle Market segment?
  • 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?
  • Travel : Ability to travel
  • Location : ?

    Recommended format if posting in U.S. : 14241 Dallas Pkwy Ste 1300 DALLAS, TX 75254

    Posting End Date : 16 Oct 2025

  • 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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in Canada : Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace.

    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-493875

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