Vp, Lead Commercial Banking Relationship Manager

3 months ago


Montréal QC, Canada Wells Fargo Full time

**About this role**:
Wells Fargo's Commercial Banking Group continues to grow in Canada by utilizing local relationship teams to focus on Canadian companies who are seeking a North American financing solution. This localized "know your customer" model creates a well-diversified relationship model across both industry and geography, while helping to sustain our strong risk management culture. The team solicits and maintains relationships with middle market businesses by working with our business partners to offer customers a full range of competitive products and services. Commercial Banking is committed to our customers' business success through solid, long-term customer relationship management.

Wells Fargo is seeking a VP, Lead Commercial Relationship Manager in our Middle Market Commercial Banking team in Montreal, Quebec to help to grow in the Middle Market Eastern Canada Region generally and the Montreal market specifically. This position is focused on generating revenue, creating new business relationships, and managing a complex portfolio of middle market commercial account relationships with the bank's most important and highly complex clients.

**In this role, you will**:

- Develop, retain, and grow 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
- Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
- Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and 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
- Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
- Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve 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
- Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

**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
- Fully bilingual in French and English (written and verbal)

**Desired Qualifications**:

- Undergraduate business degree and/or MBA or equivalent
- Strong credit analysis skills
- Comprehensive knowledge and understanding of commercial and/or specialty group lending and loan servicing, products, credit practices and risk management
- Comprehensive knowledge and understanding of negotiating: interest rates, price, terms and collateral requirements
- Experience consistently delivering strong sales performance
- Excellent verbal, written and interpersonal communications skills in both French and English
- Strong organizational, multi-tasking, and prioritizing skills

**Job Expectations**:

- Ability to travel up to 50% in North America

**Vice-président et gestionnaire principal des relations, Services bancaires commerciaux**

**À propos de ce poste**:
Le groupe Services bancaires commerciaux de Wells Fargo poursuit son expansion au Canada en s'appuyant sur des équipes locales qui établissent des relations avec des entreprises canadiennes recherchant une solution de financement nord-américaine. Cette approche « Connaissance du client » localisée favorise la mise en place d'un modèle de relations bien diversifié à l'échelle du secteur et de la région, tout en contribuant à maintenir n



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