Develop, retain, and grow highly complex client relationships, by understanding the needs and priorities of clients
Advise Healthcare industry clients on financing alternatives and industry-specific solutions, coordinating with internal stakeholders including Investment Banking and Treasury Management
Lead the strategy and execution for full suite of solutions offered by Wells Fargo to commercial clients, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Collaborate with peers and colleagues to resolve client issues while achieving Wells Fargo’s business objectives, escalate client inquiries when needed, provide leadership to improve processes and risk control, act as a mentor for less experienced colleagues; may additionally lead projects within team or across Commercial Banking line of business
Drive relationship planning activities to deliver the full suite of solutions provided by Wells Fargo and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Healthcare Commercial Banking clients

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Working knowledge of the healthcare industry
General understanding of Capital Markets, including the ability to identify opportunities for referrals to Investment Banking and Private Credit / Direct Lending partners
Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
Experience working with partners to coordinate cross-sell opportunities across Wells Fargo’s suite of credit and non-credit products and services
Ability to forge relationships with members of C-suite
Ability to travel up to 25% of the time

Principal Commercial Banking Healthcare Relationship Manager

Key skills