Corporate Banking Associate – Relationship Management – TMT

Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. 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.

About this role:

Wells Fargo is seeking a Corporate Banking Associate within Relationship Management as part of the Technology, Media & Telecom Corporate & Investment Banking team. Learn more about our career areas and lines of business at wellsfargojobs.com.

The Technology, Media & Telecom Corporate Banking Associate – Relationship Management position 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.

In this role, you will:

• 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

• Partner with Portfolio Managers to evaluate client credit needs, structure financing solutions, and assess risk profiles

• Conduct financial analysis and industry/market research for existing and prospective clients

• Assist in preparation of credit approval packages and materials supporting renewals, amendments, and new credit requests

• Ensure client requests align with internal credit policies and risk frameworks

• 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

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 CIB Portfolio Management experience, 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

Job Expectations: 

• 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. FINRA recognized equivalents will be accepted

• 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. FINRA recognized equivalents will be accepted

• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. 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. Information will be shared about expectations during the recruitment process.

Posting Locations:

• 333 Market St. - San Francisco, California 94105

• 550 S. Tryon St. - Charlotte, North Carolina 28202

• 500 West 33rd St. - New York, New York 10001

Pay Range: $125,000-$175,000

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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:

*Job posting may come down early due to volume of applicants.

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.

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.