Wells Fargo

Lead Commercial Banking Relationship Manager

Wells Fargo$167K — $260K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Commercial Banking Relationship Management experience or equivalent work experience
  • Proven ability to develop and execute a sales strategy
  • Strong local network within the market
  • Experience in developing internal and external partnerships
  • Knowledge of treasury management products
  • Established trusted relationships at operational, c-suite, and board levels
  • Understanding of technology segment risks, particularly for VC-backed companies
  • Bachelor's and/or Master's degree preferred

Responsibilities

  • Develop and expand complex client relationships to drive revenue growth
  • Coordinate transactions with credit and treasury management partners
  • Analyze financial statements and make recommendations based on findings
  • Build relationships with decision-makers from operational to board levels
  • Stay updated on industry trends and emerging technologies
  • Represent the team through networking and hosting events
  • Manage sales activities and ensure up-to-date information in systems

Benefits

  • Comprehensive health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life, critical illness, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Employee discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description

Wells Fargo’s Specialized Industries Technology Banking Group is seeking a Lead Relationship Manager to expand our Northern California Early Stage team. The primary responsibilities of the role are focused on new client acquisition, client relationship management, and driving revenue generation opportunities.



In this role, you will:

  • Develop, retain, and expand complex client relationships by understanding financial priorities and decision‑maker needs, while proactively identifying new opportunities across the Wells Fargo platform to drive multi‑line revenue growth.
  • Coordinate transactions with our credit, treasury management, foreign exchange, and other partner groups
  • Gather financial statements to analyze and make recommendations based on findings.
  • Develop trusted relationships at the operational, c-suite, and board of director levels
  • Stay informed of industry trends, market news, and emerging technology
  • Represent our team in the market by hosting unique events, networking with influencers, and attending conferences
  • Drive relationship planning activities to deliver the full suite of bank solutions
  • Maintain sales and pipeline disciplines by keeping information current in relevant systems


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


Desired Qualifications:

  • Proven ability to develop and execute a sales strategy
  • Local in-market network
  • Experience developing partnerships, externally and internally
  • Account relationship management experience and treasury management product knowledge
  • Treasury Management product knowledge
  • Trusted industry relationships-operational, C-suite and/or board levels
  • Understands segments, markets, technology, venture capital
  • Experience and knowledge related to key risks for companies within the Technology industry, including pre-profit VC-backed companies
  • Effective organizational, multi-tasking, and prioritizing skills                                                                                         
  • Bachelor’s and/or Master’s degree


Job Expectations:

  • This position is not eligible for Visa sponsorship 
  • This position offers a hybrid work schedule
  • Ability to travel up to 20% 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.
  • #CommercialBanking 

Location: 

  • 333 Market St, San Francisco, CA 94105
  • 1655 Grant, 1655 Grant St, Concord, CA 945520
  • 50 W San Fernando St, San Jose, CA 95113
  • 400 Hamilton Ave, Palo Alto CA 94301

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.

$167,000.00 - $260,000.00

Benefits

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

25 Jun 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Lead Commercial Banking Relationship Manager jobs: