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 activities
• Assist in identifying client needs and coordinating delivery of banking, treasury, capital markets, and risk solutions
• Participate in prospecting, pipeline development, and preparation of marketing materials
• Support relationship growth by monitoring client financial performance, industry trends, and competitive activity
• Contribute to preparing client pitches and materials for ongoing relationship discussions

Deal Execution & Internal Coordination:

• Support execution of transactions, including diligence coordination, preparation of materials, and engagement with internal partners
• Work with internal groups (Portfolio Management, Credit, Legal, Treasury, Capital Markets, Loan Operations, Risk) to ensure seamless execution and client delivery
• Track and follow up on key deal milestones, deliverables, and closing requirements

Client Engagement & Communication:

• Engage with clients to collect financial reporting, compliance certificates, and other required deliverables
• Address routine client inquiries, coordinate follow-up actions, and provide updates to Relationship Managers
• Maintain strong communication with internal partners to ensure efficient, consistent client service

Governance, Compliance & Risk Management:

• Support adherence to internal credit policies, regulatory requirements, compliance standards, and audit expectations
• Maintain high-quality documentation and ensure timely updates to internal systems
• Identify emerging risks within assigned relationships and escalate as appropriate
• Participate in internal reviews, audits, or regulatory examinations as needed

Required 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, education

Desired Qualifications:

• 2+ years Corporate and/or Investment Banking experience
• 2+ years of relevant work experience in CIB Portfolio Management, including experience with leveraged lending
• Experience within credit underwriting and/or capital market underwriting
• Strong credit, accounting and technical skills
• Demonstrated excellence in working effectively as an individual and as part of a team
• Strong verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• High level of initiative and accountability
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to act with integrity, good character and exercise sound judgement

Job 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. 
• Ability to travel up to 20% of the time

Posting Locations:

• 500 West 33rd St. - New York, New York 10001 

Pay Range:

• New York City Pay Range: $125,000 - $175,000

Pay Range
 

Posting End Date:

*Job posting may come down early due to volume of applicants.