Job Description

About This Role

Wells Fargo is seeking a corporate banking associate as part of the healthcare corporate & investment banking team. Learn more about our career areas and lines of business at wellsfargojobs.com.

This role will also support corporate banking relationship managers who are responsible for developing and maintaining strategic relationships with a broad range of corporate clients and delivering the full platform of Wells Fargo's capabilities including debt & equity capital markets, leveraged finance, m&a related acquisition finance, treasury management, macro solutions, global receivables & trade and credit. This position requires an associate that is capable of supporting more senior relationship managers driving the business and developing complex relationships. The successful candidate should have a proven ability to develop internal and external relationships and have some relevant corporate banking experience. Healthcare sector experience is a plus.

The healthcare associate corporate banking portfolio management position will be responsible for supporting the underwriting and portfolio management of a broad range of corporate and investment banking solutions to a diverse group of companies in the healthcare portfolio.

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 corporate banking relationship management functional area
• Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations
• Represent the bank in developing and maintaining relationships with smaller or less complex clients
• Present recommendations for growing and maintaining a portfolio of profitable clients in assigned market through pro-active, strategic and consistent business development and client retention
• Perform or guide credit underwriting work of peers in accounting for all risk factors and providing risk rating recommendations
• Collaborate and consult with peers, internal partners and stakeholders, including clients support the development and ongoing management of relationships with the most important and financially complex clients
• Initiate and maintain strategic dialogue with clients and prospects to deliver the full suite of WF products and services including, but not limited to credit, capital markets, treasury management, macro solutions, global receivables & trade, and abf
• Manage direct client interaction, including directing and coordinating execution of transactions with key product partners
• Provide support to leadership on implementing innovative and significant business solution

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 relevant work experience in portfolio management or equivalent, including experience with leveraged lending
• 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

Job Expectations

• 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 securities industry essentials (sie) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
• Ability to travel as needed

Additional Compensation Details

• Base salary - $125,000 - $150,000 usd
• May be considered for an annual discretionary bonus

We value equal opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.

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