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Investment Banking Associate, Financial Institutions Group - All Verticals at Wells Fargo

New York, New York, United States - Full Time

Skills Needed
Investment Banking, Financial Modeling, Analytical Skills, Communication Skills, Organizational Skills, Multi Tasking, Prioritizing, Teamwork, Client Interaction, Market Analysis, Valuation Analysis, Process Improvement, Research Skills, Judgment, Attention To Detail, Time Management

Specialization
Candidates should have at least 2 years of investment banking experience, preferably with a focus on the Insurance vertical. Strong financial modeling, analytical, and communication skills are essential, along with a Bachelor's degree in a relevant field.

Experience Required
Minimum 2 year(s)

Branch Manager-Inverness at Wells Fargo

Crystal River, Florida, United States - Full Time

Skills Needed
Leadership, Coaching, Customer Engagement, Team Development, Risk Management, Compliance, Digital Banking, Relationship Building, Performance Analysis, Problem Solving, Financial Services, Operational Excellence, Adaptability, Collaboration, Critical Thinking, Talent Development

Specialization
Candidates must have at least 4 years of banking or financial services experience, with 2 years in a leadership role. Desired qualifications include management experience, strong analytical skills, and knowledge of banking regulations.

Experience Required
Minimum 5 year(s)

Branch Operations Coordinator - University Place, WA at Wells Fargo

University Place, Washington, United States - Full Time

Skills Needed
Customer Service, Issue Resolution, Cash Handling, Fraud Prevention, Risk Management, Operational Support, Relationship Building, Technology Education, Compliance Knowledge, Team Motivation, Problem Solving, Judgment, Organization, Independence, Professionalism, Communication

Specialization
Candidates must have 2+ years of customer service experience or equivalent. Desired qualifications include strong customer service skills, cash handling experience, and the ability to identify potential fraud.

Experience Required
Minimum 2 year(s)

Lead Software Engineer- M1 test at Wells Fargo

Wichita, Kansas, United States - Full Time

Skills Needed
Software Engineering, Technology Initiatives, Standards Development, Best Practices, Design, Coding, Testing, Debugging, Documentation, Technical Analysis, Collaboration, Mentoring, Decision Making, Problem Solving, Risk Management, Compliance

Specialization
Candidates must have 5+ years of Software Engineering experience or equivalent. Experience can be demonstrated through work, training, military experience, or education.

Experience Required
Minimum 5 year(s)

Teller Part Time Lompoc Branch at Wells Fargo

Lompoc, California, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Teamwork, Integrity, Professionalism, Judgment, Risk Identification, Technology Education, Relationship Building, Operational Activities, Fraud Prevention, Prioritization, Communication, Problem Solving, Bank Procedures, Financial Needs Assessment

Specialization
The position requires at least 6 months of customer interaction experience and a customer service focus. Desired qualifications include cash handling experience and the ability to educate customers on technology.

Finance - Senior Lead Operational Risk Officer at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Operational Risk, Risk Management, Compliance, Audit, Credit Risk, Market Risk, Liquidity Risk, Interest Rate Risk, Finance Functions, Leadership, Communication Skills, Analytical Skills, Microsoft Office, Artificial Intelligence Tools, Problem Solving, Team Collaboration, Data Analysis

Specialization
Candidates must have 7+ years of operational risk experience and strong knowledge of risk management across various domains. Desired qualifications include industry certifications and strong interpersonal skills to influence and negotiate with stakeholders.

Experience Required
Minimum 5 year(s)

Bilingual Spanish Teller Part Time El Monte at Wells Fargo

El Monte, California, United States - Full Time

Skills Needed
Customer Service, Bilingual, Cash Handling, Teamwork, Integrity, Professionalism, Risk Identification, Judgment, Operational Activities, Relationship Building, Digital Solutions, Financial Needs Assessment, Technology Education, Complex Transactions, Policy Adherence, Fraud Prevention

Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include a customer service focus and the ability to handle complex transactions.

Senior Commercial Loan Closing Specialist at Wells Fargo

Minneapolis, Minnesota, United States - Full Time

Skills Needed
Commercial Loan Closing, Legal Documentation, Risk Evaluation, Compliance Standards, Quality Reviews, Analytical Skills, Interpersonal Communication, Organizational Skills, Multi Tasking, Collaboration, Negotiation, Problem Solving, Attention To Detail, Process Improvement, Report Analysis, Pipeline Management

Specialization
Candidates must have 4+ years of Commercial Loan Closing experience or equivalent. Desired qualifications include knowledge of FEMA Guidelines and experience in managing complex commercial deals.

Experience Required
Minimum 5 year(s)

Senior Trust Officer - Senior Fiduciary Specialist at Wells Fargo

Austin, Texas, United States - Full Time

Skills Needed
Fiduciary Administration, Estate Planning, Wealth Management, Client Engagement, Risk Management, Process Improvement, Leadership, Communication, Conflict Resolution, Team Collaboration, Tax Strategies, Investment Management, Trust Services, Regulatory Compliance, Organizational Skills, Mentoring, Marketing

Specialization
Candidates must have 4+ years of Fiduciary Products experience and preferably hold a J.D., LLM, CFP, or CTFA. Direct experience in administering estates and knowledge of complex estate planning strategies are also desired.

Experience Required
Minimum 5 year(s)

Technology Program Analyst at Wells Fargo

Hyderabad, Telangana, India - Full Time

Skills Needed
Collaboration, Judgment, Compliance, Risk Management, Communication, Problem Solving, Training, Networking, Self Study, Initiative Support, Policy Review, Tactical Issue Resolution, Stakeholder Engagement, Customer Service, Organizational Knowledge, Direction Following

Specialization
Candidates must have 6+ months of work experience or equivalent demonstrated through various means. This includes work experience, training, military experience, or education.

Associate Private Client Financial Advisor at Wells Fargo

Hunt Valley, Maryland, United States - Full Time

Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Investment Profiles, Risk Assessment, Financial Goals, Coaching, Needs Assessment, Regulatory Compliance, Financial Responsibility, Background Screening, Securities Industry Essentials, Finra Registration, Client Relationship Management

Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and a bachelor's degree.

Commercial Real Estate Portfolio Manager at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Commercial Real Estate Portfolio Management, Property Performance Review, Process Improvement, Operational Analysis, Independent Judgment, Complex Problem Solving, Collaboration, Communication Skills, Loan Documents Interpretation, Real Estate Transaction Understanding, Compliance Audits, Physical Condition Inspections, Market Understanding, Risk Management, Financial Analysis, Mba Finance

Specialization
Candidates must have at least 2 years of experience in Commercial Real Estate Portfolio Management or equivalent. Excellent written and verbal communication skills are desired, along with an MBA in Finance and experience supporting the US CRE market.

Experience Required
Minimum 2 year(s)

Branch Manager - Triangle Central at Wells Fargo

Durham, North Carolina, United States - Full Time

Skills Needed
Leadership, Coaching, Customer Engagement, Risk Management, Financial Services, Team Development, Operational Excellence, Relationship Building, Digital Banking, Compliance, Problem Solving, Performance Analysis, Adaptability, Collaboration, Judgment, Critical Thinking

Specialization
Candidates must have 4+ years of banking or financial services experience and 2+ years of leadership experience. Desired qualifications include management experience, ability to analyze performance, and knowledge of banking industry laws and regulations.

Experience Required
Minimum 5 year(s)

Senior Trade Services Processor at Wells Fargo

Hyderabad, Telangana, India - Full Time

Skills Needed
Trade Services, Letter Of Credit, Payments Processing, Collections, Team Leadership, Training, Compliance, Risk Management, Bsa/Aml, Sanctions, Communication, Problem Solving, Customer Service, Independent Judgement, Subject Matter Expertise, Collaboration

Specialization
Candidates must have 4+ years of Trade Services experience or equivalent. Desired qualifications include interpersonal skills for escalation scenarios and at least 1 year of exposure to BSA/AML and related policies.

Experience Required
Minimum 5 year(s)

Senior Tax Representative at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Tax Document Research, Account Reconciliation, Customer Account Maintenance, Second Level Reviews, Analytical Skills, Attention To Detail, Time Management, Communication Skills, Microsoft Office, Fatca Knowledge, Irs Compliance, Legal Document Interpretation, Team Collaboration, Problem Solving, Data Validation, Process Improvement

Specialization
Candidates should have at least 4 years of operations support experience, with a preference for a bachelor's degree in finance or accounting. Knowledge of US tax reporting requirements and strong analytical skills are also desired.

Experience Required
Minimum 5 year(s)

Financial Planning & Analysis Analyst at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Financial Research, Analysis, Reporting, Budgeting Analysis, Forecasting Analysis, Variance Analysis, Process Improvements, Data Analysis, Collaboration, Presentation Skills, Independent Judgment, Financial Projections, Internal Control Standards, Problem Solving, Communication, Attention To Detail

Specialization
Candidates must have 2+ years of finance experience or equivalent. Experience can be demonstrated through work experience, training, military experience, or education.

Experience Required
Minimum 2 year(s)

Commercial Loan Closing Representative at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Commercial Loan Closing, Legal Documentation, Risk Evaluation, Document Review, Negotiation, Process Improvement, Team Interaction, Customer Interaction

Specialization
Candidates must have 2+ years of Commercial Loan Closing experience or equivalent demonstrated through work experience, training, military experience, or education. The role requires interaction with internal customers and the ability to escalate non-routine questions.

Experience Required
Minimum 2 year(s)

Teller 20 hours Prescott Valley at Wells Fargo

Prescott Valley, Arizona, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Teamwork, Integrity, Professionalism, Risk Management, Operational Efficiency, Relationship Building, Technology Education, Fraud Prevention, Prioritization, Judgment, Communication, Problem Solving, Community Engagement, Digital Solutions

Specialization
The role requires at least 6 months of customer interaction experience and a focus on customer service. Desired qualifications include cash handling experience and the ability to educate customers on technology.

Branch Manager Wilkes Barre Scranton PA District at Wells Fargo

Dallas, Pennsylvania, United States - Full Time

Skills Needed
Leadership, Coaching, Customer Engagement, Risk Management, Team Development, Relationship Building, Digital Banking, Compliance, Financial Services, Problem Solving, Performance Analysis, Adaptability, Collaboration, Judgment, Critical Thinking, Community Engagement

Specialization
Candidates must have at least 4 years of banking or financial services experience and 2 years of leadership experience. Desired qualifications include management experience, strong analytical skills, and knowledge of banking regulations.

Experience Required
Minimum 5 year(s)

Senior commercial Loan Servicing Representative at Wells Fargo

Hyderabad, Telangana, India - Full Time

Skills Needed
Commercial Loan Servicing, Customer Service, Problem Solving, Administrative Support, Performance Standards, Process Improvement, Loan Documentation, Collateral Monitoring, Insurance Management, Training, Quality Assurance, Collaboration, Compliance, Risk Management, Investigative Skills, Team Leadership

Specialization
Candidates must have 4+ years of commercial loan servicing experience or equivalent. The position requires strong customer service skills and the ability to resolve complex inquiries.

Experience Required
Minimum 5 year(s)

Investment Banking Associate, Financial Institutions Group - All Verticals at Wells Fargo

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Mar, 26

Salary

250000.0

Posted On

29 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Banking, Financial Modeling, Analytical Skills, Communication Skills, Organizational Skills, Multi-tasking, Prioritizing, Teamwork, Client Interaction, Market Analysis, Valuation Analysis, Process Improvement, Research Skills, Judgment, Attention to Detail, Time Management

Industry

Financial Services

Description

Corporate and Investment Banking: Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. 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. About this role: Wells Fargo is seeking an Investment Banking Program Associate as part of Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com. Financial Institutions Investment Banking Coverage – All Verticals We are looking to add a high performing Investment Banking Associate to join our Financial Institutions investment banking coverage team. This Associate will support deal origination and transaction execution across any of the FIG verticals: Insurance, Asset Management, Banks, Specialty Finance and Market Structure. This position is located in New York. Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the design, origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors. In this role, you will: Participate in analyzing companies and client investments Make recommendations to clients on investments Identify opportunities for process improvements within Investment Banking Program Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal and external customers Required Qualifications: 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of investment banking/capital markets experience Experience covering companies in the Insurance vertical Ability to work effectively, as well as independently, in a team environment Ability to work in a fast-paced deadline driven environment Strong financial modeling skills Strong organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance Professional experience through internships, part-time or full-time work, and/or extracurricular activities Dedication to building a career in Investment Banking Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results Job Expectations Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents Work Location: 110832-NY-30 Hudson Yards, New York Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $150,000.00 - $250,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. 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 Posting End Date: 1 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. 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

The Investment Banking Associate will support deal origination and transaction execution across various financial institution verticals. They will participate in client meetings and due diligence visits, providing analytical support and recommendations to clients.

Investment Banking Associate, Financial Institutions Group - All Verticals at Wells Fargo

New York, New York, United States - Full Time

Experience Required
Minimum 2 year(s)

Branch Manager-Inverness at Wells Fargo

Crystal River, Florida, United States - Full Time

Experience Required
Minimum 5 year(s)

Branch Operations Coordinator - University Place, WA at Wells Fargo

University Place, Washington, United States - Full Time

Experience Required
Minimum 2 year(s)

Lead Software Engineer- M1 test at Wells Fargo

Wichita, Kansas, United States - Full Time

Specialization
Candidates must have 5+ years of Software Engineering experience or equivalent. Experience can be demonstrated through work, training, military experience, or education.

Experience Required
Minimum 5 year(s)

Teller Part Time Lompoc Branch at Wells Fargo

Lompoc, California, United States - Full Time

Finance - Senior Lead Operational Risk Officer at Wells Fargo

Bengaluru, karnataka, India - Full Time

Experience Required
Minimum 5 year(s)

Bilingual Spanish Teller Part Time El Monte at Wells Fargo

El Monte, California, United States - Full Time

Senior Commercial Loan Closing Specialist at Wells Fargo

Minneapolis, Minnesota, United States - Full Time

Experience Required
Minimum 5 year(s)

Senior Trust Officer - Senior Fiduciary Specialist at Wells Fargo

Austin, Texas, United States - Full Time

Experience Required
Minimum 5 year(s)

Technology Program Analyst at Wells Fargo

Hyderabad, Telangana, India - Full Time

Specialization
Candidates must have 6+ months of work experience or equivalent demonstrated through various means. This includes work experience, training, military experience, or education.

Associate Private Client Financial Advisor at Wells Fargo

Hunt Valley, Maryland, United States - Full Time

Commercial Real Estate Portfolio Manager at Wells Fargo

Bengaluru, karnataka, India - Full Time

Experience Required
Minimum 2 year(s)

Branch Manager - Triangle Central at Wells Fargo

Durham, North Carolina, United States - Full Time

Experience Required
Minimum 5 year(s)

Senior Trade Services Processor at Wells Fargo

Hyderabad, Telangana, India - Full Time

Experience Required
Minimum 5 year(s)

Senior Tax Representative at Wells Fargo

Bengaluru, karnataka, India - Full Time

Experience Required
Minimum 5 year(s)

Financial Planning & Analysis Analyst at Wells Fargo

Bengaluru, karnataka, India - Full Time

Specialization
Candidates must have 2+ years of finance experience or equivalent. Experience can be demonstrated through work experience, training, military experience, or education.

Experience Required
Minimum 2 year(s)

Commercial Loan Closing Representative at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Commercial Loan Closing, Legal Documentation, Risk Evaluation, Document Review, Negotiation, Process Improvement, Team Interaction, Customer Interaction

Experience Required
Minimum 2 year(s)

Teller 20 hours Prescott Valley at Wells Fargo

Prescott Valley, Arizona, United States - Full Time

Branch Manager Wilkes Barre Scranton PA District at Wells Fargo

Dallas, Pennsylvania, United States - Full Time

Experience Required
Minimum 5 year(s)

Senior commercial Loan Servicing Representative at Wells Fargo

Hyderabad, Telangana, India - Full Time

Specialization
Candidates must have 4+ years of commercial loan servicing experience or equivalent. The position requires strong customer service skills and the ability to resolve complex inquiries.

Experience Required
Minimum 5 year(s)