Corporate Banking Program Analyst - Relationship and Portfolio Management

About this role:
Wells Fargo's Healthcare Corporate and Investment Banking team is seeking an experienced Corporate Banking Program Analyst 2nd or 3rd year.
In this role, you will:

• Function as part of a team focused on helping clients achieve their financial and strategic goals
• Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients
• Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance
• Prepare discussion materials for internal and external presentations
• Complete periodic professional development training as scheduled
• Assist with deal closing including regulatory and compliance requirements

Required Qualifications:

• 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

Desired Qualifications:

• 6+ months of relevant work experience in Corporate Banking portfolio management or Investment Banking, including experience with leveraged lending
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• High level of initiative and accountability
• Ability to achieve business results and accept accountability for achieving goals
• Ability to act with integrity, good character and exercise sound judgment
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Financial modeling experience
• Knowledge and understanding of financial services credit risk management
• A BS/BA degree or higher in accounting, finance, or economics
• Securities industry experience including industry-specific coverage
• Experience covering and providing credit and corporate banking solutions

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.
• Ability to work outside of normal business hours as needed.

Posting Location:
Charlotte, NC: 550 S. Tryon
Salary Ranges NC:
2nd year base: $105K
3rd year base: $110K
Posting End Date:
28 Feb 2026
*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.