Corporate Banking Associate – Financial Institutions

• In partnership with a senior portfolio manager, assist with portfolio management and credit underwriting activities for an assigned portfolio of insurance and insurance services clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memoranda preparation
• Engage in regular interaction and relationship management with client executives and key client coverage stakeholders for an assigned portfolio
• Collaborate with internal partners in Corporate & Investment Banking to develop and execute on relationship plans and join meetings when relevant
• Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiations. Over time, develop a proficiency in structuring, negotiating and documenting facility agreements
• Regularly present credit and financial analysis to business leadership and Credit Officers in a variety of forums, including recurring portfolio management activities, portfolio reviews, pre-screen discussions and credit/approval committee forums. Develop strong and proficient written and verbal presentation skills
• Participate in business and enterprise-wide strategic initiatives, including ad-hoc specialized projects that arise from time to time to improve and enhance the efficiency and effectiveness of the team
• Collaborate with peers and functional partners and develop internal relationships that will facilitate and enhance your role effectiveness
• Mentor, coach, and instruct analysts, teaching best practices and credit fundamentals. As generative AI tools proliferate, leverage internal AI platforms to improve efficiency and apply best practices
• Review and interpret relevant credit policies, regulatory guidelines, and internal risk frameworks. Ensure adherence to internal credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit expectations. Participate in audits or examinations of assigned portfolio clients

• 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
• 2+ years of relevant work experience in Corporate Portfolio Management or equivalent roles, including experience with supporting large corporate and/or financial institutions sector customers, lead roles in syndicated credit transactions, executing leveraged lending transactions, and participating in credit documentation negotiations
• Experience with credit underwriting and/or capital market products 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 personal accountability
• Ability to prioritize work activities, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Acts with integrity, exhibits good character, and exercises sound judgement
• Willingness to work on-site in accordance with current office requirements
• Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire
• 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 Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire
• 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

Sector experience in Insurance, Insurance Services, Asset Management, Depository Institutions, and/or Market Structures is desired

• 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