Vice President, Lead Corporate Banking Relationship Manager - Banks Wells Fargo Bank
Vice President, Lead Corporate Banking Relationship Manager - Banks191,000.00 - $305,000.00 Benefits . This role will also support Senior Corporate Banking Relationship Managers who are responsible for developing and maintaining strategic relationships with a broad range of corporate clients and delivering the full platform of Wells Fargo’s capabilities including Debt & Equity Capital Markets, Leveraged Finance, M&A related Acquisition Finance, Treasury Management, Macro solutions, Global Receivables & Trade and Credit. In this senior individual contributor role, you will serve as a trusted advisor to high-growth FinTech and Payment Intermediary clients, connecting them to the full breadth of Citi's global capabilities - from Treasury & Trade Solutions and Foreign Exchange to Investment Banking and Equity Capital Markets. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Manages key business drivers such as business integration, operational efficiencies, risk and expense controls, effective marketing and Next Generation cultivation to create long-term, sustainable growth. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66. p>Establish strong operating rhythms for planning, prioritization, and cross-functional alignment Deliver measurable business impact Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency. As Director of Product Management, Banking + AP, you will define and drive the strategy for one of Brexs most critical domains: the Operating Account platform - the combination of Banking and Accounts Payable that makes Brex the place customers run payments from day one. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As an International Product Specialist (IPS) within Commercial & Investment Banking, you will be responsible for supporting the growth of our international business among corporate clients and prospects in the $500 million - $3 billion sales size. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As an International Product Specialist (IPS) within Commercial & Investment Banking, you will be responsible for supporting the growth of our international business among corporate clients and prospects in the $500 million - $3 billion sales size. By moving from a fragmented, state-based system to a unified federal framework, Upstart Bank enables more consistent borrower experiences, reduces structural costs, and unlocks opportunities to improve pricing, compliance, and access to credit at scale. Starting from a small, high-caliber seed team, you will define the technical strategy, organizational design, and execution model for systems spanning ledgering and funding, deposits and payments, marketplace integrations, and reporting. Provide comprehensive, day-to-day administrative support to the Relationship Manager Team, expense reporting, general assistance, coordinating meetings, and events (on‑site and off‑site), preparing presentation materials, and follow‑up action items. The Client Relations Associate (CRA) plays a critical role in driving new business and deepening client relationships by directly supporting Relationship Managers (RMs). Bachelor''s Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. Qualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. Responsibilities: Works in tandem with senior management to regularly schedule and conduct branch meetings to inform and update employees of branch goals and progress towards goals, promotions, products, services, and activities and to encourage participation and open communication. Additionally, the Branch Manager is responsible for developing profitable new business and cross-selling all applicable bank products and services to existing portfolio and prospective member/clients. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. p>As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Establish strong strategic partnerships with leaders across Wealth, Retail, and Mortgage to identify, prioritize, and activate high-value cross-business referral opportunities that accelerate growth and deepen client engagement across the franchise. Partner with Area Managers to translate Business Banking strategies into effective, scalable execution through Branch Teams, reinforcing alignment, operational discipline, and strategic focus across the region. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Manages communications regarding project and program management practices that create clear, concise requirements in program and project functionality, resourcing, budgets, and timings. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Essential Functions: Lead the branch's development of new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. li> Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Position Summary: The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers in driving business growth and delivering Six Diamond Experience. Why Fremont Bank?: Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. The Assistant Branch Manager will recommend or refer retail consumer and business products and services to prospective and existing clients and develop and maintain internal partner relationships to maximize relationship expansion. Assist with daily operational duties, including but not limited to teller transactions, branch cash balancing, review, and processing of Non-Sufficient Fund (NSF) items, and processing night deposits and cash shipments. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community. div> City:. Work hours/week:. Upload your resume and let employers find you for new Bank Manager job openings. Plus, receive relevant job matches delivered straight to your inbox.Citi Commercial Bank - SVP Relationship Manager, Digital Tech & Comms Citigroup Inc
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