About this role:
Wells Fargo is seeking a Corporate Banking Program Analyst as part of the Corporate Banking . Learn more about the career areas and lines of business at wellsfargojobs.com.
Function as part of a team focused on helping clients achieve their financial and strategic goals. Non-exhaustive examples of tasks include:
- Extensive interaction with customers to prepare for client encounters led by Senior Relationship Managers.
- Prompt and extensive follow up after such meetings to ensure that business momentum is maintained and Promised deliverables are achieved.
- Preparation of pitch materials in collaboration with product partners.
- Analysis of the client’s situation, including risks, challenges and potential opportunities.
- Preparation of business cases to support allocation of Wells Fargo resources to relationships.
- Preparation of briefing materials for senior executive visits to client relationships.
- Support senior RMs in ensuring compliance with Know-Your-Client (KYC) documentation and Bank Secrecy Act (BSA) / Anti-Money Laundering (AML) policies and procedures; specific tasks include preparation of the relationship rationale section of client relationship memos.
- Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance
- Take an active role in supporting Senior Relationship Managers on risk issues, including articulating Relationship Managers insights into credit risks and managing progress of credit approvals; specific tasks include preparing the relationship rationale and management assessment for credit requests and deal approvals, and providing supporting analysis to assist Senior Relationship Managers in credit recommendations.
- Collaborate effectively with other Wells Fargo groups to meet holistic revenue targets, execute business plans, implement new business, and retain existing business.
- Complete periodic professional development training as scheduled
- Assist with deal closing including regulatory and compliance requirements
- Proficiency in Customer Relationship Management (CRM) and pricing tools, such as Salesforce, Relationship Pricer etc
Requirements:
- 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
- Self-starter and ability to work individually and within a global team
- Client focused with strong communication, interpersonal, and presentation skills.
- Bachelor’s degree with prior relevant internship experience is an advantage
