Associate, Corporate Banking Relationship Management – Financial Institutions Group

Wells Fargo Bank•New York, NY

6d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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
Working experience within the Non-bank Financial Institutions sector experience is a plus

Responsibilities

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
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
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
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