Commercial Banking Portfolio Associate, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Banking

Contract Type:
Employment contract

Salary:

92000.00 - 145000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Commercial Banking Portfolio Associate within the Asset Based Lending group within Commercial Banking. This role involves building and maintaining client relationships, analyzing client portfolios, managing risk, and collaborating with various teams to deliver credit solutions effectively.

Job Responsibility:

Participate in building and maintaining effective relationships with existing clients
Review and analyze basic business, operational, or technical assignments or challenges
Participate or provide support to review and analyze low to moderately complex client portfolios
Present recommendations for resolving low to moderately complex situations
Partner with senior peers to develop inquiries or identify gaps to support understanding of clients' businesses
Participate in regular portfolio reviews to manage risk and lead problem loan resolutions
Partner with product management functional partners to provide feedback on tools
Collaborate and consult with senior peers and functional partners to resolve client servicing requests
Contribute to functional area planning related to a given product

Requirements:

2+ years of secured or specialized lending relationship management or portfolio management experience
Bachelor's degree in accounting, business, economics, finance or related field
1+ year of Commercial Banking or ABL experience
Loan and Portfolio Monitoring and Administration experience
Experience in client facing role with focus on problem solving and/or client experience
Advanced experience in MS Office suite of products
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels
Energetic, quick learner, positive attitude, self-motivated
Ability to work independently, organizing and managing multiple priorities

Nice to have:

Bachelor's degree in accounting, business, economics, finance or related field
1+ year of Commercial Banking or ABL experience
Loan and Portfolio Monitoring and Administration experience
Experience in client facing role with focus on problem solving and/or client experience
Advanced experience in MS Office suite of products
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels
Energetic, quick learner, positive attitude, self-motivated
Ability to work independently, organizing and managing multiple priorities

What we offer:

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

Additional Information:

Job Posted:
August 22, 2025

Expiration:
September 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Commercial Banking Portfolio Associate