Job Description

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.About this role:Wells Fargo is seeking a Corporate Banking Associate within Relationship Management as part of the Corporate & Investment Banking’s Financial Institutions Group. The Corporate Banking Associate will join one of the industry’s leading Financial Institutions practices, which covers insurance, asset management, and market structure companies.The Associate, Corporate Banking Relationship Management position within the Corporate & Investment Bank's Financial Institutions Group will be responsible for supporting the active management, strategic development, and growth of a portfolio of corporate banking relationships. This role partners closely with Relationship Managers, Portfolio Managers, Product Partners, and internal stakeholders to ensure the bank delivers tailored financing, advisory, and capital markets solutions across a suite of products (lending, payments, liquidity, FX, DCM, derivatives, trade finance) while appropriately managing credit exposure. Working experience within the Non-bank Financial Institutions sector experience is a plus.In this role, you will:Client Relationship Strategy & Support:Support Relationship Managers with portfolio strategy, client planning materials, and relationship development activitiesAssist in identifying client needs and coordinating delivery of banking, treasury, capital markets, and risk solutionsParticipate in prospecting, pipeline development, and preparation of marketing materialsSupport relationship growth by monitoring client financial performance, industry trends, and competitive activityContribute to preparing client pitches and materials for ongoing relationship discussionsDeal Execution & Internal Coordination:Support execution of transactions, including diligence coordination, preparation of materials, and engagement with internal partnersWork with internal groups (Portfolio Management, Credit, Legal, Treasury, Capital Markets, Loan Operations, Risk) to ensure seamless execution and client deliveryTrack and follow up on key deal milestones, deliverables, and closing requirementsClient Engagement & Communication:Engage with clients to collect financial reporting, compliance certificates, and other required deliverablesAddress routine client inquiries, coordinate follow-up actions, and provide updates to Relationship ManagersMaintain strong communication with internal partners to ensure efficient, consistent client serviceGovernance, Compliance & Risk Management:Support adherence to internal credit policies, regulatory requirements, compliance standards, and audit expectationsMaintain high-quality documentation and ensure timely updates to internal systemsIdentify emerging risks within assigned relationships and escalate as appropriateParticipate in internal reviews, audits, or regulatory examinations as neededRequired Qualifications:2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:2+ years Corporate and/or Investment Banking experience2+ years of relevant work experience in CIB Portfolio Management, including experience with leveraged lendingExperience within credit underwriting and/or capital market underwritingStrong credit, accounting and technical skillsDemonstrated excellence in working effectively as an individual and as part of a teamStrong verbal, written, and interpersonal communication skillsStrong analytical skills with high attention to detail and accuracyHigh level of initiative and accountabilityAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentAbility to act with integrity, good character and exercise sound judgementJob Expectations:Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.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.Ability to travel up to 20% of the timePosting Locations:500 West 33rd St. - New York, New York 10001 Pay Range:New York City Pay Range: $125,000 - $175,000Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $120,000.00 - $196,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:4 Oct 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements: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.SummaryLocation: NEW YORK, NYType: Full time

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