Wells Fargo

Senior Lead Technology Commercial Banking Relationship Manager

Wells Fargo$191K — $305K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Commercial Banking Relationship Management or equivalent experience
  • Familiar with the Technology Sector
  • Completed FINRA Series 63 and Series 79 exams or equivalent
  • Proven track record in building effective client relationships
  • Strong verbal and written communication skills

Responsibilities

  • Develop and enhance complex client relationships by addressing their needs
  • Drive revenue generation by identifying new credit and non-credit opportunities
  • Originate, structure, and execute bank lending and credit products
  • Coordinate transactions across various financial groups
  • Conduct financial analysis and underwriting regarding credit and cash flow
  • Identify and qualify top market prospects for the firm
  • Partner with clients to address their ongoing needs

Benefits

  • Comprehensive health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life, critical illness, and accident insurance
  • Parental leave and critical caregiving leave
  • Tuition reimbursement and scholarships for dependents
  • Adoption reimbursement
  • Discounts and savings programs
  • Commuter benefits
Full Job Description

In this role, you will:

  • Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision makers

  • Drive revenue generation across Wells Fargo’s platform by proactively identifying new credit and non-credit opportunities for new and existing clients

  • Handle all aspects of originating, structuring, and executing bank lending and other credit related products

  • Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups

  • Perform financial analysis and underwriting in the areas of credit, cash flow and collateral

  • Identify and qualify top prospects in the market and then introduce them to our firm and our unique capabilities

  • Partner with existing clients to ensure we are helping them meet their current and future needs

  • 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:

  • 7+ 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:

  • Familiarity with the Technology Sector

  • Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)

  • Demonstrated ability to build effective relationships with clients and partnerships with internal teams

  • Professional verbal and written communication skills

Job Expectations:

  • 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.

  • This position is not eligible for Visa sponsorship

  • This position offers a hybrid work schedule

Work Location:

  • 10 South Wacker Drive - Chicago, IL

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.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

$191,000.00 - $305,000.00

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:

23 Jul 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

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