Corporate Banking Associate – Relationship Management – TMT

Wells Fargo

. Support Relationship Managers with portfolio strategy, client planning materials, and relationship development activities .

Posted 9/15/2026full-timeCharlotte • California • United StatesJuniorMid-Level💰 $125,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Corporate Banking Relationship Management, with a strong focus on credit underwriting, portfolio management, and financial analysis. Proficient in coordinating banking solutions and ensuring compliance with credit policies and regulatory requirements.

Highest-signal resume keywords

Corporate Banking Relationship ManagementCredit UnderwritingPortfolio ManagementFinancial AnalysisRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit AnalysisFinancial ReportingRisk AssessmentMarket ResearchLeveraged LendingClient Pitch PreparationDiligence CoordinationCredit Approval PackagesPipeline DevelopmentClient Financial Performance Monitoring

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsAnalytical SkillsAttention to Detail

Certifications & Qualifications

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

Industry Keywords

Corporate BankingCapital MarketsTreasury SolutionsRisk FrameworksCompliance StandardsAudit ExpectationsClient ServiceEmerging RisksFinancial PerformanceCredit Policies

About the role

Key responsibilities & impact

Support Relationship Managers with portfolio strategy, client planning materials, and relationship development activities
Identify client needs and coordinate banking, treasury, capital markets, and risk solutions
Participate in prospecting, pipeline development, and preparation of marketing materials
Monitor client financial performance, industry trends, and competitive activity
Prepare client pitches and materials for relationship discussions
Evaluate client credit needs, structure financing solutions, and assess risk profiles with Portfolio Managers
Conduct financial analysis and industry/market research for existing and prospective clients
Prepare credit approval packages for renewals, amendments, and new credit requests
Ensure client requests align with internal credit policies and risk frameworks
Support transaction execution through diligence coordination, materials preparation, and internal engagement
Collaborate with Portfolio Management, Credit, Legal, Treasury, Capital Markets, Loan Operations, and Risk
Track deal milestones, deliverables, and closing requirements
Collect financial reporting, compliance certificates, and other client deliverables
Address routine client inquiries and coordinate follow-up actions
Maintain communication with internal partners for consistent client service
Support adherence to credit policies, regulatory requirements, compliance standards, and audit expectations
Maintain documentation and update internal systems
Identify and escalate emerging risks within assigned relationships

Requirements

What you’ll need

2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education
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
Strong verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
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 sound judgment
Registration for Securities Industry Essentials (SIE) exam within 90 days of hire if not transferable upon hire
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
Successful completion of FINRA background screening and compliance with ongoing regulatory obligations
Compliance with applicable outside-activity and personal-investing policies

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