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Corporate Banking Analyst – Financial Institutions Group

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte ▼

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Category:
Banking

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Contract Type:
Not provided

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Salary:

90000.00 - 150000.00 USD / Year
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Job Description:

Wells Fargo is seeking experienced Corporate Banking Analysts to join Wells Fargo’s Corporate & Investment Bank (CIB). The Analysts will join and grow one of the industry’s leading Financial Institutions practices, which covers insurance, asset management, market structure, and specialty finance companies.

Job Responsibility:

  • Participate in structuring and executing transactions and supporting more senior staff with financial and credit analysis for assigned portfolio of loans within Financial Institutions
  • Work with more senior staff to present recommendations for growing and maintaining a portfolio of profitable clients in FIG through proactive, strategic and consistent business development and client retention
  • Responsible for developing presentation materials for client meetings and internal discussions
  • may take ownership of and lead follow-up items with a client after a call
  • sees items through to resolution to support broader deal team/organization
  • Perform or guide credit underwriting work of peers in accounting for all risk factors and providing risk rating recommendations
  • Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
  • Collaborate and consult with peers, internal partners and stakeholders, including clients

Requirements:

  • 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • A BS/BA degree or higher in accounting, finance, or economics
  • 6+ months of financial services experience in portfolio management and/or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Excellent verbal, written and interpersonal communication skills
  • Ability to thoroughly analyze credits on an independent basis with high attention to detail and accuracy and communicate findings in a concise manner
  • Ability to work in a fast-paced, deadline driven environment
  • Strong organizational and prioritization skills and an ability to effectively multi-task
  • Motivated team player with strong interpersonal skills
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Strong accounting knowledge
  • An ability to work independently, take initiative, and deliver results
  • Experience with leading and contributing to project teams
  • Ability to travel as needed
  • Willingness to work on-site in accordance with current office requirements
  • Ability to work additional hours as needed
  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
  • Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check
  • Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report 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
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
  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Additional Information:

Job Posted:
February 04, 2026

Expiration:
February 08, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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