About this role:
Wells Fargo is seeking a Mid Corp Associate as part of the South Central Division. Learn more about career areas and business divisions at wellsfargojobs.com
In this role, you will:
- Support Mid-Corporate Relationship Managers (RMs) in attracting, growing, and retaining client relationships.
- Prepare client data, pitch books, and presentation materials for meetings and internal discussions.
- Assist with client calls through pre-call planning, note-taking, and post-call follow-up.
- Maintain regular portfolio reviews with RMs; track opportunities, manage workload across multiple transactions, and ensure timely completion of deliverables.
- Engage product partners to deliver tailored solutions based on client needs, industry trends, and financial analysis.
- Coordinate with Credit, Operations, PES and other internal teams on screening, annual reviews, renewals, financial analysis and deal closings to ensure smooth execution of transactions.
- Manage client administration, including account openings, service coordination, and issue resolution.
- Handle Treasury Management and deposit requests; ensure timely approvals.
- Support compliance activities including audits, adherence to internal policies, and regulatory reviews.
- Represent Wells Fargo in the marketplace through community engagement and networking.
- Assist in structuring and renewing complex transactions; analyze financials and collaborate with senior peers.
- Lead or resolve complex initiatives within Relationship Management; ensure compliance with policies.
- Utilize systems and dashboards for data-driven relationship planning and strategy.
- Partner with Business Development Representatives to source new clients.
- Share earnings call summaries and investor prep materials internally.
- Identify cross-sell opportunities from client and partner interactions.
- Uphold Wells Fargo’s vision, values, and disciplined sales practices.
- Ensure proper task ownership across risk, compliance, and product teams.
Required Qualifications:
- 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- In-depth knowledge of core banking products and services, including commercial lending and treasury management
- Minimum 2 years of experience in Commercial Banking or Corporate & Investment Banking
- Proven experience managing commercial banking relationships within the Mid-Corporate segment
- Completion of a formal credit training program
- Track record of collaborating across teams to deliver comprehensive solutions to clients and prospects
- Demonstrated ability to generate new relationships and build long-term client partnerships
- Skilled in identifying and mitigating risk while ensuring compliance with policies and procedures
- Strong accounting and financial analysis skills with the ability to interpret financial statements
- Proficiency in MS Office and CRM tools
- Highly collaborative team player with excellent interpersonal skills and managing multiple priorities
- Exceptional verbal and written communication abilities
Job Expectations:
- This position is not eligible for Visa sponsorship
- 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
- Ability to travel up to 10% of the time
#CommercialBanking
Location:
- 21 Waterway Avenue- The Woodlands, TX
- 1000 Louisiana Street- Houston, TX
