Wells Fargoposted 3 days ago
Milwaukee, WI
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking a Lead Emerging Middle Market Business Development Representative to cover the State of Wisconsin. This person will work to increase momentum and drive growth with a focused effort exclusively on sourcing new relationships. In this role, you will prospect companies with annual gross sales between $25MM to $100MM and remain engaged until prospects are successfully converted to customers. You will target establishing complete C&I relationships that are comprised of commercial lending, treasury management, deposit and other credit solutions. You will partner with Commercial Relationship Managers to cross sell appropriate products and services, prioritize prospects, develop pursuit strategy, create proposals, manage new customer acquisitions, and onboarding process for customers. Additionally, you will increase Wells Fargo's and the Commercial Bank's relevance to prospective customers and product partners for new business opportunities through consistent marketing efforts and delivery of value added ideas. You will participate in initiatives and deliverables within Commercial Banking Business Development functional area and meet business objectives while leveraging solid understanding of functional area operations, policies, procedures, and compliance requirements with an emphasis on proactive monitoring, governance, risk identification and escalation. Collaboration and consultation with Commercial Banking Business Development peers, colleagues, and middle level managers to resolve issues and achieve goals is also expected.

Responsibilities

  • Prospect companies with annual gross sales between $25MM to $100MM and remain engaged until prospects are successfully converted to customers
  • Target establishing complete C&I relationships that are comprised of commercial lending, treasury management, deposit and other credit solutions
  • Partner with Commercial Relationship Managers to cross sell appropriate products and services
  • Prioritize prospects, develop pursuit strategy, create proposals, manage new customer acquisitions, and onboarding process for customers
  • Increase Wells Fargo's and the Commercial Bank's relevance to prospective customers and product partners for new business opportunities through consistent marketing efforts
  • Participate in initiatives and deliverables within Commercial Banking Business Development functional area
  • Meet business objectives while leveraging solid understanding of functional area operations, policies, procedures, and compliance requirements
  • Collaborate and consult with Commercial Banking Business Development peers, colleagues, and middle level managers to resolve issues and achieve goals

Requirements

  • 5+ years of Emerging Middle Market Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice-to-haves

  • Proven track record and experience in direct sourcing and prospecting new clients
  • Emerging Middle Market relationship management experience
  • Established network in the local market
  • Existing local in-market network to fuel business development
  • Experience developing partnerships and collaborating with other business and functional areas
  • Treasury Management product knowledge
  • Experience building relationships with community organizations and key community influencers
  • Proven ability to develop and execute a sales strategy
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Proficient with MS technology platforms (i.e., Excel, PowerPoint, Word, Outlook, etc.)
  • Credit acumen demonstrated through education
  • Risk management experience to include understanding of the responsibility to protect sensitive information
  • Participation in an industry group or organization that aligns with Wells Fargo's support of Diversity, Equity & Inclusion
  • Bachelor's degree
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