Senior Lead Commercial Banking Portfolio Manager

Wells Fargo
Dallas, PA
Category Operations
Job Description
Role Overview

Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. This role involves acting as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions. The position offers a hybrid work schedule and is based in Philadelphia, PA; Boston, MA; Short Hills, NJ; or Dallas, TX.

What You Will Do

Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company. Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others. Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area. Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership.

Why It Might Be a Fit

This role requires 7+ years of Commercial Banking Portfolio Management experience, or equivalent. Desired qualifications include experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B, credit authority experience, and completion of a formal credit training program. The position offers a comprehensive benefits package including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, parental leave, and tuition reimbursement. The base pay range is $159,000.00 - $305,000.00, with potential for discretionary bonus, Restricted Share Rights or other long-term incentive awards.

Requirements

  • 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B
  • Credit authority experience
  • Strong partnership within internal and external partners
  • Completion of a formal credit training program
  • Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management
  • Experience developing and maintaining external and internal partnerships
  • Experience in swiftly adopting and executing change management to enable business growth
  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor's degree in accounting, finance, or business

Benefits

  • 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
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