Wells Fargo

Senior Lead Technology Commercial Banking Relationship Manager

Wells Fargo$159K — $254K *
Miami, FL 33186In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Commercial Banking Relationship Management or equivalent qualifications
  • Strong knowledge of the technology ecosystem
  • Established connections with technology companies, venture capital firms, and service providers
  • Thorough understanding of core banking products like commercial lending and treasury management
  • Experience in identifying and mitigating compliance risks
  • Exceptional verbal, written, and interpersonal communication skills

Responsibilities

  • Develop and grow complex client relationships by understanding client needs and managing expectations
  • Lead the structuring and renewal of complex loans and financing solutions
  • Engage product organizations to provide tailored financial solutions based on in-depth client evaluations
  • Make informed decisions on complex issues in alignment with banking policies and compliance
  • Collaborate with colleagues to resolve client issues and improve processes
  • Oversee relationship planning and maintain accurate records in systems
  • Support Business Development Representatives in sourcing new clients through networking

Benefits

  • Comprehensive health benefits
  • 401(k) retirement plan
  • Paid time off
  • Disability coverage
  • Life, critical illness, and accident insurance
  • Parental leave and critical caregiving leave
  • Tuition reimbursement
  • Commuter benefits
  • Scholarships for dependents
  • Adoption reimbursement
Full Job Description

Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our technology banking team. This individual will cover early-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 .


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:

  • 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:

  • Fundamental knowledge of the technology ecosystem
  • Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • Completion of formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
  • 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
  • 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
  • Ability to travel up to 30% of the time

Location:

  • 350 East Las Olas Boulevard - Fort Lauderdale, FL
  • 333 Southeast 2nd Avenue - Miami, FL
  • 1675 North Military Trail - Boca Raton, FL
  • 525 Okeechobee Boulevard - West Palm Beach, FL

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.

$159,000.00 - $254,000.00

Benefits

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

30 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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