About this role:Wells Fargo is seeking a Corporate Banking Program Analyst to join the Banks division, which is one of the industry coverage verticals within Corporate and Investment Banking ("CIB"). This role sits within the Relationship Management ("RM") unit of the Banks division covering Latin America and the Caribbean. Learn more about our career areas and lines of business at wellsfargojobs.com.In this role, you will:
Support RMs with day-to-day client management activities including, but not limited to, quoting transaction pricing, following up on outstanding items, support with reviews for credit and compliance.
Function as part of a team focused on helping clients achieve their financial and strategic goals through the delivery of a broad set of products and services
Prepare discussion materials for internal and external presentations
Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance
Collaborate and consult with managers, peers and stakeholders, including clients
Need to travel to visit with clients
Work with product partners across the organization to organize a coordinated calling effort among many different areas of Wells Fargo
Work to understand and comply with anti-money laundering (AML) and Bank Secrecy Act (BSA) regulation in conjunction with financial crimes and as it pertains to bank clients.
Complete periodic professional development training as scheduled
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:
Bilingual speaking, reading, and writing proficiency in Spanish/English
Undergraduate degree from a four-year accredited college or university
Excellent verbal, written, and interpersonal communication skills
Ability to work in a fast-paced deadline driven environment
6+ months of financial services industry experience (prior focus on banks is a plus)
Prior investment banking or capital markets experience is a plus
Strong analytical and quantitative skills
Strong financial modeling skills
Understanding of fundamental financial accounting principles and concepts
Intermediate skills in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Familiarity with one or more of S&P Global Market Intelligence, Bloomberg, Capital IQ or other data service providers, including Excel plug-ins
Ability to work independently but in a team environment
Job Expectations:
Registration FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.
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.
Ability to work additional hours as needed
Visa Sponsorship not available for this position
Posting Location:
333 SE 2nd Ave - MIAMI, FL
Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.Posting End Date:5 Sep 2024Job posting may come down early due to volume of applicants.We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.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 US: 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.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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .Drug and Alcohol PolicyWells 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.Company: WELLS FARGO BANKReq Number: R-397782Updated: Thu Sep 05 01:26:06 UTC 2024Location: MIAMI,Florida