Talent.com
WELLS FARGO BANK
Principal Technology Mid-Corporate Relationship ManagerWELLS FARGO BANK • CHARLOTTE, North Carolina, United States of America
Principal Technology Mid-Corporate Relationship Manager

Principal Technology Mid-Corporate Relationship Manager

WELLS FARGO BANK • CHARLOTTE, North Carolina, United States of America
30+ days ago
Job type
  • Full-time
Job description
About this role:

Wells Fargo is seeking a Principal Technology Banking Relationship Manager to join our Charlotte technology banking team. This individual will cover growth stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about the career areas and lines of business at www.wellsfargo.com/careers .

In this role you will:
  • Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders
  • Strategically lead and resolve for full suite of solutions offered by Wells Fargo to Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop 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 Mid-Corporate Relationship Management company wide strategies that significantly influence the organization's business and financial operations
  • Strategically lead all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as a mentor for less experienced colleagues
  • Review, understand and offer the full suite of solutions offered by Wells Fargo to commercial clients to meet the most complex needs that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions
  • Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems
  • Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through your existing network
Required Qualifications:
  • 10+ years of Mid-Corporate Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired qualifications:
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Successfully completed FINRA Series 63 and 79 exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Completion of formal credit training program
  • Commercial banking account relationship management for clients with annual revenue of $100MM to $2B
  • 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
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
  • Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.
  • Compliance with state law registration and licensing requirements is mandatory.
  • 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.
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.
  • 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, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • Travel : Ability to travel up to 50% of the time
#commercialbanking

Location:
  • 550 South Tryon Street - Charlotte, North Carolina 28202
Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$215,000.00 - $355,000.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:
13 Nov 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. 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 .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.

Create a job alert for this search

Principal Technology Mid-Corporate Relationship Manager • CHARLOTTE, North Carolina, United States of America

Similar jobs

Commercial Relationship Manager Senior

First HorizonCharlotte, NC, United States
Full-time

Commercial Relationship Manager Senior.Develop new customer prospects and business with commercial clients, with the potential to manage and maintain a portfolio of commercial clients.Offer a wide ... Show more

 • Promoted

Investment Management Business Strategy Manager

DeloitteCharlotte, NC, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

 • Promoted

Commercial Portfolio Manager

SouthState BankRock Hill, SC, United States
Full-time

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.Since our beginnings in the 1930s to becoming a trusted financ... Show more

 • Promoted

People Operations Partner

Masco CorporationTroutman, NC, United States
Full-time

At Delta Faucet, we are committed to transforming everyday experiences with water through innovative products and exceptional service.As a leader in the plumbing industry, we take pride in our dedi... Show more

 • Promoted

Selective Surrogacy Opportunity — Premium Support & Compensation

Roots SurrogacyClaremont, NC, US
Full-time

Roots Surrogacy is seeking exceptional women for a highly supported, premium surrogacy experience.We work with intended parents who are deeply invested in creating a respectful, connected, and well... Show more

 • Promoted

Sales Representative (Business Development)

Paul Davis RestorationRock Hill, SC, United States
Full-time

Sales Representative (Business Development).Paul Davis Restoration Rock Hill specializes in restoring residential and commercial properties affected by fire, water, mold, and storm damage.We are lo... Show more

 • Promoted

Wealth Client Relationship Manager

TIAACharlotte, NC, United States
Full-time

Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou... Show more

 • Promoted

Become a Surrogate – Give the Miracle of Life & Earn Up to $115,000 from Home!

Giving Tree SurrogacyLake Norman of Catawba, NC, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Corporate Trade Compliance Manager

Legacy Talent SearchFort Mill, SC, United States
Full-time

Corporate Trade Compliance Manager.Legacy Talent Search is currently seeking candidates for a Corporate Trade Compliance Manager role.Our client is a well-established manufacturing industry leader ... Show more

 • Promoted

Associate - Corporate Mortgage Finance Relationship Manager

HuntingtonCharlotte, NC, United States
Full-time

Relationship Management Associate.This role will be onsite at our Easton office in Columbus, OH or our One South Charlotte office in North Carolina.The Relationship Management Associate for CSG - C... Show more

 • Promoted

Treasury Relationship Mgr II

Citizens Financial GroupCharlotte, NC, United States
Full-time

Senior Treasury Relationship Manager.Senior Treasury Relationship Manager supporting large corporate and middle market clients across a variety of industries across the US.This is primarily a busin... Show more

 • Promoted

Loan Representative

OneMain HoldingsFort Mill, SC, United States
Part-time

At OneMain, our Loan Representatives serve as the initial contact for customers with a variety of financial needs.You will help customers assess and identify the appropriate products or services On... Show more

 • Promoted

Voluntary Benefits Senior Relationship Manager

Mercer FranceCharlotte, NC, United States
Full-time

Senior Voluntary Benefits Consultant.We are seeking a talented individual to join our Voluntary Benefits team at Mercer.This is a hybrid role that has a requirement of working at least three days a... Show more

 • Promoted

Healthcare Transaction Advisory Manager

Elliott DavisCharlotte, NC, United States
Full-time

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.Our nine offices located in the fastest growing cities in the US are built on a... Show more

 • Promoted

Senior Premier Banker Lake Norman District

Wells FargoStatesville, NC, United States
Temporary

Senior Branch Premier Banker (SAFE).Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network.This role grows, deepens, and manages rela... Show more

 • Promoted

Assumptions Mortgage Loan Consultant

Two Harbors Investment Corp.Fort Mill, SC, United States
Full-time

The MLCI will gain the necessary licensure to originate assumption mortgage loans.Mortgage Loan Consultants report directly to the AVP, Escrow and Special Loans and, upon licensure, work closely wi... Show more

 • Promoted

Financial Representative

Western & Southern LifeStatesville, NC, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

 • Promoted

Voluntary Benefits Senior Relationship Manager

Oliver Wyman, LLCCharlotte, NC, United States
Full-time

Senior Voluntary Benefits Consultant.We are seeking a talented individual to join our Voluntary Benefits team at Mercer.This is a hybrid role that has a requirement of working at least three days a... Show more

 • Promoted

Vendor Management

AA2ITFort Mill, SC, United States
Full-time

Location flexible open to remote (prefer Eastern or Central Timezones) Needs to have 2+ years of HR experience preferably focusing on HRIS.About this Role: We are currently seeking a motivated HRIS... Show more

 • Promoted

Customer Relations Representative - State Farm Agent Team Member

Jay Sylvan - State Farm AgentFort Mill, SC, United States
Full-time

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!... Show more