Charlotte, North Carolina, United States · Hybrid
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Skills: Commercial Banking, Relationship Management, Business Development, Credit Solutions, Treasury Management
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Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · Hybrid
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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Charlotte, North Carolina, United States · On-site
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San Francisco, California, United States · Hybrid
$119k–$224k/yr
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Newport Beach, California, United States · Hybrid
$125k–$153k/yr
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Charlotte, North Carolina, United States · On-site
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New York, New York, United States · Hybrid
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Charlotte, North Carolina, United States • Hybrid
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Lead and support a team in sourcing new commercial banking clients within the Healthcare, Higher Education, and Non-Profit sectors. Act as a subject matter expert to manage complex strategic relationships and provide a full suite of financial product solutions.
Requires 10+ years of experience in Commercial Banking Relationship Management. Desired qualifications include 5+ years of specific experience in the HHN space and the ability to obtain the Municipal Finance Professional designation.
Commercial Banking has more than 8,000 team members across 8 divisions and 80 markets nationwide providing industry expertise, customized solutions, and local service to support the diverse financial needs of customers. Commercial Banking provides products and services, including credit and treasury solutions, to customers with annual sales typically ranging from $500+ million. With its Specialized Industries group, Wells Fargo also provides expertise across industries including Agribusiness, Gaming, Healthcare, Government & Institutional, and Technology throughout its regional presence.
Healthcare, Higher Education and Non-Profit (HHN) is part of Specialized Industries within Commercial Banking. HHN covers large institutional clients seeking complex solutions in depository credit, treasury management and investment banking.
Wells Fargo is seeking a Principal Commercial Banking Relationship Manager of Healthcare, Higher Education and Non-Profit that will lead and support a team of business development individuals in sourcing new Commercial Bank Clients, by cultivating relationships through existing networks. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Act as a HHN subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic 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
Identify opportunities and strategies for process improvement and risk control development across Commercial Banking Relationship Management
Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives
Strategically offer the full suite of product solutions to meet clients’ needs including credit, treasury management, liquidity and capital markets.
Sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service
Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations
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
Desired Qualifications:
5+ years banking relationship management experience within healthcare, higher-education, and cultural/service NFP industries
Demonstrated ability to maintain and expand client relationships, as well as developing new client relationships in the HHN space
Established network of client relationships and centers of influence in the HHN space
Ability to obtain the Municipal Finance Professional (“MFP”) designation
Demonstrated ability to identify, understand, and analyze growth opportunities based on market potential
Proven ability to manage reputational risks
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Demonstrated ability to effectively partner with and communicate to internal and external key stakeholders
Job Expectations:
Ability to travel domestically up to 25% of the time
This position is not eligible for Visa Sponsorship
This position offers a hybrid work schedule
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
#commercialbanking
Posting End Date:
9 Aug 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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Based on 582 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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