In this role, you will:
- Support Mid-Corp Relationship Manager to attract, develop, grow, and retain client relationships within the Mid-Corporate segment
- Assist Mid Corp RM and/or product partners with preparation of client data/info, creation of pitch books and other marketing materials, and/or development of presentation materials for client meetings and/or internal discussions
- Support execution of client calls by conducting pre-call planning, recording call notes, and coordinating post-call debrief sessions
- Initiate regular touchpoints with Mid-Corp RM to review and discuss portfolio, active opportunities, and pending deliverables needing completion; manage action items to completion
- Offer the full suite of Wells Fargo’s solutions to meet multi-faceted needs by thoughtfully engaging product organizations, developing client specific coverage plans, leveraging a solid understanding of industry landscapes, strategic objectives, operational priorities, and financial positions
- Take ownership and assist with client relatedadministrative/operational
- Independently lead or resolve complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and meeting compliance requirements
- Utilize and excel at relevant systems, dashboards and platform tools to drive data based decisioning and strategy including relationship planning
- Distribute regular earnings calls and investor preparation summaries
- Raise topics from calls with partners to identify opportunities across the portfolio
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:
- 2+ years of Commercial Banking and/or Corporate and Investment Banking experience.
- Strong analytical and quantitative 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 work effectively, as well as independently, in a team environment
- Ability to work in a fast-paced deadline driven environment
- Demonstrate understanding of credit, operational, and compliance risk
Job Expectations:
- Ability to travel up to 10% of the time
- Report to office location: 171 17th Street, Atlanta, GA
- This position does not support Visa Sponsorship
24 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.