Corporate Banking Associate – Financial Institutions

Wells Fargo

. Support portfolio management and credit underwriting for an assigned portfolio of insurance and insurance services clients .

Posted 10/13/2026full-timeUnited StatesJuniorMid-Level💰 $100,000 - $179,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Corporate Banking Portfolio Management, including credit underwriting, financial analysis, and compliance with regulatory standards. Proficient in structuring and negotiating credit agreements while effectively communicating with clients and stakeholders.

Highest-signal resume keywords

Corporate Banking Portfolio ManagementCredit UnderwritingFinancial AnalysisRegulatory ComplianceSyndicated Credit Transactions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit AnalysisFinancial ModelingEnterprise ValuationTransaction Due DiligenceCredit Memorandum PreparationLeveraged Lending TransactionsCredit Documentation NegotiationsAnalytical SkillsAttention to DetailTechnical Skills

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsMentoringCoaching

Tools & Technologies

AI Platforms

Certifications & Qualifications

FINRA Series 63FINRA Series 66FINRA Series 79Securities Industry Essentials (SIE)

Industry Keywords

Credit PoliciesRegulatory GuidelinesAML/BSA ComplianceAudit ExpectationsInternal Risk Framework

About the role

Key responsibilities & impact

Support portfolio management and credit underwriting for an assigned portfolio of insurance and insurance services clients
Perform transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and credit memorandum preparation
Interact regularly with client executives and key client coverage stakeholders
Collaborate with corporate and investment banking partners to develop and execute relationship plans and participate in relevant meetings
Review credit agreements and loan documentation and assist with legal diligence and negotiations
Develop proficiency in structuring, negotiating, and documenting facility agreements
Present credit and financial analysis to business leadership and Credit Officers in portfolio reviews, pre-screen discussions, and credit or approval committee forums
Participate in strategic initiatives and ad hoc projects to improve team efficiency and effectiveness
Collaborate with peers and functional partners to develop internal relationships
Mentor, coach, and instruct analysts on best practices and credit fundamentals
Leverage internal AI platforms to improve efficiency and apply best practices
Review and interpret credit policies, regulatory guidelines, and internal risk frameworks
Ensure adherence to credit policies, regulatory expectations, compliance standards, AML/BSA considerations, and audit expectations
Participate in audits or examinations of assigned portfolio clients

Requirements

What you’ll need

2+ years of Corporate Banking Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience supporting large corporate and/or financial institutions sector customers
Experience in Corporate Portfolio Management or equivalent roles
Experience with lead roles in syndicated credit transactions
Experience executing leveraged lending transactions
Experience participating in credit documentation negotiations
Experience with credit underwriting and/or capital market products underwriting
Strong credit, accounting, and technical skills
Strong analytical skills with high attention to detail and accuracy
Strong verbal, written, and interpersonal communication skills
Ability to prioritize work activities, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Registration for FINRA Series 63 or 66 within 90 days of hire if not transferable upon hire
Registration for FINRA Series 79 within 90 days of hire if not transferable upon hire
Registration for the Securities Industry Essentials (SIE) exam within 90 days of hire if not transferable upon hire
Successful completion and clearing of FINRA background screening requirements
Ongoing regulatory screening and reporting requirements
Must meet applicable credit, regulatory compliance, AML/BSA, audit, and internal risk framework requirements

Benefits

Comp & perks

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
Incentive opportunities may be available