About this role:

Wells Fargo's Healthcare Corporate and Investment Banking team is seeking an experienced Corporate Banking Program Analyst. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Function as part of a team focused on helping clients achieve their financial and strategic goals
Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients
Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance
Prepare discussion materials for internal and external presentations
Complete periodic professional development training as scheduled
Assist with deal closing including regulatory and compliance requirements

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.

Required Qualifications:

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

Desired Qualifications:

6+ months of Portfolio Management and Credit experience
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi tasking, and prioritizing skills
High level of initiative and accountability
Ability to achieve business results and willing to accept accountability for achieving goals
Ability to act with integrity, good character and exercise sound judgment
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Knowledge and understanding of financial services credit risk management
A BS/BA degree or higher in accounting, finance, or economics
Securities industry experience including industry-specific coverage
Experience covering and providing credit and corporate banking solutions to large-cap, publicly traded companies; ideally financial institutions but not required

Job Expectations:

FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Ability to work additional hours as needed

Additional Compensation Details:

Base Salary - $100,000-$105,000 USD

Posting Location:

550 S Tryon St, Charlotte, NC 28202

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

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.

Posting End Date:

3 Feb 2025

*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, sexual 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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.