Job Description
About This Role
Wells Fargo is seeking a Corporate Banking Associate to join Wells Fargo's CIB Financial Institutions Group (FIG). The Associate will join and grow one of the industry's leading Financial Institutions practices, which covers insurance, asset managers, market structure, and specialty finance companies.
In This Role, You Will
• 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. May direct junior members of team to help with client meeting material preparation
• 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
• Represent the bank in a primary capacity in developing and maintaining relationships with smaller or less complex clients
• Collaborate and consult with peers, internal partners and stakeholders, including clients
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 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
Job Expectations:
• FINRA Series 63, 7+, and the Securities Industry Essentials (SIE) must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Additional Compensation Details:
• Base Salary - $125,000 - $135,000 USD
Posting Locations:
• 550 S. Tryon St., Charlotte, NC
• 500 W 33rd St, New York, NY
• +0 S 7th St. Minneapolis, MN
Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $237,100.00
Benefits
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 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
Posting End Date:
22 Sep 2026
• Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* Policy to learn more.
Wells Fargo Recruitment And Hiring Requirements
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Reference Number
R-401321-1
Wells Fargo is seeking a Corporate Banking Associate to join Wells Fargo's CIB Financial Institutions Group (FIG). The Associate will join and grow one of the industry's leading Financial Institutions practices, which covers insurance, asset managers, market structure, and specialty finance companies.
In This Role, You Will
• 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. May direct junior members of team to help with client meeting material preparation
• 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
• Represent the bank in a primary capacity in developing and maintaining relationships with smaller or less complex clients
• Collaborate and consult with peers, internal partners and stakeholders, including clients
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 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
Job Expectations:
• FINRA Series 63, 7+, and the Securities Industry Essentials (SIE) must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Additional Compensation Details:
• Base Salary - $125,000 - $135,000 USD
Posting Locations:
• 550 S. Tryon St., Charlotte, NC
• 500 W 33rd St, New York, NY
• +0 S 7th St. Minneapolis, MN
Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $237,100.00
Benefits
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 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
Posting End Date:
22 Sep 2026
• Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* Policy to learn more.
Wells Fargo Recruitment And Hiring Requirements
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Reference Number
R-401321-1
💡 Quick Summary
Seeking a career-building opportunity? The Corporate Banking Associate position is now open for candidates interested in the Bank Jobs sector. This role in Charlotte offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
