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  1. Home
  2. chevron_right
  3. accounting & finance
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  5. Associate Relationship Manager
Wells Fargo logo

Associate Relationship Manager

Not Disclosed•Full-TimeHybrid

location_on163, Josephine Avenue, West Conshohocken, Montgomery County, Pennsylvania, 19428, United States

Apply Now

About the Role

The Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development Program. This two-year initiative is designed to advance the careers of the next generation of bankers by providing the sales skills and credit acumen necessary to excel in serving our prospects and clients.

As an Associate Relationship Manager, you will work alongside Senior Relationship Managers, engaging in real client situations to support business growth. The program combines formal training, on-the-job experience, and professional support to prepare participants for future relationship management, sales, or credit leadership roles within Commercial Banking. You will partner with internal stakeholders to execute complex transactions, analyze financials, and present solutions that meet client needs and strategic objectives.

Hiring Process & Application

Candidates applying to job openings posted in Canada are encouraged to apply, 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. To request a medical accommodation, visit Disability Inclusion at Wells Fargo.

Please note that third-party recordings are prohibited unless authorized by Wells Fargo. We require you to directly represent your own experiences during the recruiting and hiring process. The job posting may come down early due to the volume of applicants.

Our Culture & Commitment

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. We firmly establish these disciplines as critical to the success of our customers and company. Employees are accountable for the execution of all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance. There is a strong emphasis on proactive monitoring, governance, risk identification, and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite.

Program Details

This position offers a hybrid work schedule (4 days in office, one day remote) and may include relocation assistance. Participants are expected to attend four training sessions in Charlotte, NC during the two-year program and may travel up to 10% of the time. This position is not eligible for Visa sponsorship. Specific compliance policies regarding outside activities or personal investing may apply; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements.

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Skills, education and keywords

Skills: Commercial Banking Relationship Management, Credit Underwriting, Commercial Banking Financial Analyst Program, Commercial Account Relationship Management, Deposits, Commercial Credit, Treasury, Financial Accounting, Financial Statements, Credit Transactions.

Education: Bachelor's degree in finance, accounting or related business degree (Desired).

Frequently asked questions about Associate Relationship Manager at Wells Fargo

What does a Associate Relationship Manager at Wells Fargo do?expand_more
A Associate Relationship Manager at Wells Fargo is responsible for the following: Develop and grow low to moderately complex client relationships by understanding client needs; Review and offer full suite of commercial banking solutions to meet client risk needs; Collaborate with peers and managers to resolve client issues and identify process improvements; and Participate in relationship planning activities to maintain sales and pipeline disciplines.
What are the requirements for this Associate Relationship Manager role?expand_more
Wells Fargo is looking for candidates who meet the following requirements: 2+ years of Commercial Banking Relationship Management or Credit Underwriting experience; Bachelor's degree in finance, accounting or related business degree; Ability to attend 4 training sessions in Charlotte, NC; and Not eligible for Visa sponsorship.
Where is the Associate Relationship Manager role at Wells Fargo located?expand_more
Associate Relationship Manager at Wells Fargo is based in 163, Josephine Avenue, West Conshohocken, Montgomery County, Pennsylvania, 19428, United States. This is a hybrid role.
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Work location

Work model: Hybrid

location_on

163, Josephine Avenue, West Conshohocken, Montgomery County, Pennsylvania, 19428, United States

West Conshohocken, Pennsylvania

Key Responsibilities

  • check_circleDevelop and grow low to moderately complex client relationships by understanding client needs
  • check_circleReview and offer full suite of commercial banking solutions to meet client risk needs
  • check_circleCollaborate with peers and managers to resolve client issues and identify process improvements
  • check_circleParticipate in relationship planning activities to maintain sales and pipeline disciplines
  • check_circleSupport business development by sourcing new commercial banking clients through existing networks
  • check_circleStructure and modify cash flow and real estate loans by analyzing financials and presenting to clients
  • check_circlePresent recommendations for resolving client situations while exercising independent judgment

Requirements

  • verified2+ years of Commercial Banking Relationship Management or Credit Underwriting experience
  • verifiedBachelor's degree in finance, accounting or related business degree
  • verifiedAbility to attend 4 training sessions in Charlotte, NC
  • verifiedNot eligible for Visa sponsorship

Nice to Have

Bachelor's degree in finance, accounting, or related business degree; Completion of Commercial Banking Financial Analyst Program; Commercial account relationship management experience; Intermediate knowledge and understanding of core banking products (deposits, commercial credit, and treasury); Basic understanding of financial accounting; Foundational ability to interpret financial statements, summarize findings, and structure credit transactions; Experience with underwriting moderately complex credit and debt structure; Excellent verbal, written, and interpersonal communication skills; Effective time management and organization skills; Ability to work in a fast-paced deadline-driven environment; High level of initiative and accountability; Sound problem-solving and decision-making skills; Comprehensive knowledge and understanding of Risk Management; Ability to represent Wells Fargo with confidence, positive energy, and clear communication in the marketplace; Ability to build and maintain productive working relationships with internal partners; Intermediate Microsoft Office skills.

Benefits & Perks

check_circleHybrid work schedule with 4 days in office and 1 day remotecheck_circleRelocation assistance may be available for this program
Wells Fargo logo
Company

Wells Fargo

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

2+ yrs (Entry Level)

Education

Bachelor's degree in finance, accounting or related business degree (Desired)

Job Type

Full-Time

Skills Required

Commercial Banking Relationship ManagementCredit UnderwritingCommercial Banking Financial Analyst ProgramCommercial Account Relationship ManagementDepositsCommercial Credit

BGC Group • New York, New York

$250k-0arrow_forward
Is this Associate Relationship Manager job remote, hybrid, or on-site?expand_more
Wells Fargo has listed this Associate Relationship Manager role as hybrid.
How much experience is required for this Associate Relationship Manager role?expand_more
Associate Relationship Manager at Wells Fargo typically requires 2+ years of relevant experience at the entry level level.
What skills do you need for the Associate Relationship Manager role at Wells Fargo?expand_more
Key skills for Associate Relationship Manager at Wells Fargo include Commercial Banking Relationship Management; Credit Underwriting; Commercial Banking Financial Analyst Program; Commercial Account Relationship Management; Deposits; Commercial Credit; Treasury; and Financial Accounting.
What education is required for Associate Relationship Manager at Wells Fargo?expand_more
Educational requirements for this role: Bachelor's degree in finance, accounting or related business degree (Desired).
What category does the Associate Relationship Manager role belong to?expand_more
Associate Relationship Manager at Wells Fargo is part of the accounting & finance job category on Recrutus.
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Treasury
Financial Accounting
Financial Statements
Credit Transactions