Talent.com
No longer accepting applications
Associate Relationship Manager

Associate Relationship Manager

NY StaffingNew York, NY, US
22 hours ago
Job type
  • Full-time
Job description

Associate Relationship Manager (Commercial Banking Program Associate)

Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development Program. The Banker Development Program is a two-year program designed to advance the careers of the next generation of bankers in Commercial Banking. The program provides sales skills and advances credit acumen necessary to meet our current and future business needs to excel in serving our prospects and clients. Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of our business. Combination of formal training, on the job experience and professional support prepares participants for relationship management, sales or credit leadership roles within Commercial Banking. Middle Market Banking provides comprehensive financial services to commercial customers primarily with annual sales from $25 million to $2 billion. With locations in the United States and Canada, we help customers grow, add jobs, and succeed. Healthcare, Higher Education, and Not for Profit (HHN) is the only industry group in MC and SI to serve clients in the nonprofit hospital, nonprofit insurance, nonprofit, and public and private university sectors (regardless of size).

In this role, you will :

  • Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization
  • Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers
  • Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions
  • Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions
  • Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group
  • Collaborate and consult with peers, colleagues, and managers to resolve client issues while achieving business objectives, helping clients navigate Wells Fargo's processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements
  • Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
  • Support business development in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Required Qualifications :

  • 2+ years of Commercial Banking Relationship Management or Credit Underwriting experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • Desired Qualifications :

  • Bachelor's degree in finance, accounting or related business degree
  • Completion of Commercial Banking Financial Analyst Program
  • Commercial account relationship management experience
  • Intermediate knowledge and understanding of core banking products : deposits, commercial credit, and treasury
  • Basic understanding of financial accounting
  • Foundational ability to interpret financial statements, summarize findings and structure credit transactions
  • Experience with underwriting moderately complex credit and debt structure
  • Excellent verbal, written, and interpersonal communication skills
  • Effective time management and organization skills
  • Ability to work in a fast-paced deadline driven environment
  • High level of initiative and accountability
  • Proactive, persistent, organized, and results oriented
  • Sound problem solving and decision-making skills
  • Comprehensive knowledge and understanding of Risk Management
  • Ability to represent Wells Fargo with confidence, positive energy, and clear communication in the marketplace
  • Ability to build and maintain productive working relationships with internal partners
  • Intermediate Microsoft Office skills
  • Job expectations :

  • Ability to attend 4 training sessions in Charlotte, NC during the 2-year program
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule; 4 days in office, one day remote
  • Relocation assistance may be available for this program
  • Ability to travel up to 10% 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
  • Location :

  • 550 S Tryon - Charlotte, NC
  • 1700 Lincoln St - Denver, CO
  • 10 S Wacker - Chicago, IL
  • 150 E 42nd St - New York, NY
  • Charlotte - Pay Range : $90,000 - $90,000
  • Denver - Pay Range : $100,000 - $100,000
  • Chicago - Pay Range : $100,000 - $100,000
  • New York - Pay Range : $110,000 - $110,000
  • 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.
  • 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
  • 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.

    Create a job alert for this search

    Relationship Manager • New York, NY, US

    Related jobs
    • Promoted
    Relationship Banker, Avenue U, Brooklyn, NY

    Relationship Banker, Avenue U, Brooklyn, NY

    Banco Santander SANew York, NY, United States
    Full-time
    Relationship Banker, Avenue U, Brooklyn, NYCountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We believe tha...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Wealth Relationship Manager SAFE Act - North Jersey

    Wealth Relationship Manager SAFE Act - North Jersey

    NY StaffingParamus, NJ, US
    Full-time
    Analyst is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or fun...Show moreLast updated: 22 hours ago
    • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - HeadquartersQueens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    TIAAUSA, New York, New York
    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 moreLast updated: 30+ days ago
    • Promoted
    • New!
    Client Relationship Manager

    Client Relationship Manager

    MedixWhite Plains, NY, US
    Full-time
    Client Relationship Manager – Employee Benefits Administration.This role is ideal for a detail-oriented, relationship-driven Account Executive who thrives in a third-party administration environmen...Show moreLast updated: 9 hours ago
    • Promoted
    Wealth Relationship Manager, High-Net-Worth

    Wealth Relationship Manager, High-Net-Worth

    HSBCVillage of Scarsdale, NY, United States
    Full-time
    A leading global bank is seeking a Wealth Relationship Manager in New York to provide financial solutions to high-value clients. You will build and maintain relationships, conduct needs assessments,...Show moreLast updated: 1 day ago
    • Promoted
    Wealth Relationship Manager SAFE Act - Bronx

    Wealth Relationship Manager SAFE Act - Bronx

    CitigroupBronx, NY, US
    Full-time
    Wealth Relationship Manager Safe Act - Bronx.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, y...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Databricks - USLI Alliance Relationship Associate Director

    Databricks - USLI Alliance Relationship Associate Director

    NY StaffingHoboken, NJ, US
    Full-time
    Databricks USLI Alliance Relationship Associate Director.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and tak...Show moreLast updated: 22 hours ago
    Relationship Manager

    Relationship Manager

    ThriveParsippany-Troy Hills, New Jersey, US
    Full-time
    Quick Apply
    We are looking for Sales Professional located in : .The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned t...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Not-for-Profit Banking Relationship Manager

    Senior Not-for-Profit Banking Relationship Manager

    J.P. MorganNew York, NY, United States
    Full-time
    A leading financial services firm in New York seeks a Business Relationship Manager Senior Not-for-Profit to manage client relationships and develop new business strategies.The ideal candidate will...Show moreLast updated: 1 day ago
    • Promoted
    Business Relationship Manager

    Business Relationship Manager

    LanceSoftWhite Plains, NY, US
    Full-time
    Location : White Plains, NY 10601.Hybrid : Minimum of 3 days onsite.Project Overview : Business Relationship Manager will mainly responsible for and not limited to the following functions : Planning an...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Banking Relationship Manager - Fairfield, NJ

    Business Banking Relationship Manager - Fairfield, NJ

    Valley National BancorpParamus, NJ, United States
    Full-time +1
    Back Business Banking Relationship Manager #25-1195 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Overview At Valley Bank, we believe in people's growth potential.For nearly 100 years...Show moreLast updated: 19 hours ago
    • Promoted
    Relationship Banker, Avenue U, Brooklyn, NY

    Relationship Banker, Avenue U, Brooklyn, NY

    Santander USNew York, NY, United States
    Full-time
    Relationship Banker, Avenue U, Brooklyn, NY.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our gre...Show moreLast updated: 3 days ago
    • Promoted
    Wealth Relationship Manager

    Wealth Relationship Manager

    HSBCVillage of Scarsdale, NY, United States
    Full-time
    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US.Applicants must be legally authorized to work in the U. HSBC will not engage in imm...Show moreLast updated: 1 day ago
    • Promoted
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Bank - CorpNewark, NJ, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 30+ days ago
    • Promoted
    Business Relationship Manager I

    Business Relationship Manager I

    JPMorganChaseAstoria, New York, USA
    Full-time
    If you are customer focused enjoy building relationships and providing financial advice to your clients a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BR...Show moreLast updated: 1 day ago
    • Promoted
    Business Banking Relationship Manager Sales Training Program

    Business Banking Relationship Manager Sales Training Program

    M&T BankNew York, NY, United States
    Full-time
    Relationship Manager Sales Training Program.A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) throughout the footprint once / month, for one week at a time.Comp...Show moreLast updated: 6 days ago
    • Promoted
    Business Banking Relationship Manager Sales Training Program, RMSP

    Business Banking Relationship Manager Sales Training Program, RMSP

    M&T BankTarrytown, NY, United States
    Full-time
    Relationship Manager Sales Training Program.A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) throughout the footprint once / month, for one week at a time.Comp...Show moreLast updated: 6 days ago