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Associate, Investment Banking - Technology at Wells Fargo

San Francisco, California, United States - Full Time

Skills Needed
Investment Banking, Software Sector, Semiconductor Sector, Financial Analysis, Valuation Models, Market Trends, Strategic Advice, Transaction Execution, Client Relationship Management, Process Improvement, Research, Compliance Requirements, Business Development, Deal Execution, Finra Sie, Finra Series 63

Specialization
Candidates must have 2+ years of Investment Banking Program experience or equivalent, with a strong preference for experience in the software and/or semiconductor sectors. Desired qualifications include a Master's degree in a related field and excellent communication skills, alongside the ability to make independent judgments in a fast-paced environment.

Experience Required
Minimum 2 year(s)

Associate Personal Banker - Dover Parkway at Wells Fargo

Dover, Delaware, United States - Full Time

Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Fraud Identification, Risk Management, Customer Outreach, Professionalism, Cash Handling, Regulatory Compliance

Specialization
Requires at least 6 months of customer interaction experience and the ability to obtain SAFE registration. Desired qualifications include experience with complex transactions, proactive customer outreach, and a strong focus on financial success and risk mitigation.

Associate Personal Banker - Woodhaven Mall at Wells Fargo

Bensalem Township, Pennsylvania, United States - Full Time

Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Fraud Identification, Cash Handling, Proactive Outreach, Regulatory Compliance, Professionalism, Team Collaboration

Senior Premier Banker Greater San Francisco at Wells Fargo

San Francisco, California, United States - Full Time

Skills Needed
Relationship Management, Financial Planning, Customer Acquisition, Risk Management, Credit Strategies, Investment Guidance, Business Banking, Digital Adoption, Portfolio Management, Customer Service, Financial Analysis, Compliance

Specialization
Requires at least 4 years of customer service experience and 3 years of experience in relationship building and product recommendation. Must obtain or possess FINRA Series 6, 63, and State Insurance licenses.

Experience Required
Minimum 5 year(s)

Bilingual Personal Banker La Cumbre Plaza at Wells Fargo

Santa Barbara, California, United States - Full Time

Skills Needed
Bilingual Spanish/English, Customer Relationship Management, Financial Product Knowledge, Cash Handling, Credit Applications, Digital Banking Solutions, Risk Mitigation, Fraud Identification, Regulatory Compliance, Proactive Outreach, Communication Skills, Professionalism

Specialization
Requires at least 6 months of customer interaction experience and bilingual proficiency in Spanish and English. Candidates must be able to pass a language assessment and meet SAFE registration and Loan Originator requirements.

Senior Premier Banker North St. Paul Area at Wells Fargo

Roseville, Minnesota, United States - Full Time

Skills Needed
Relationship Management, Financial Strategy, Customer Service, Portfolio Management, Sales, Risk Oversight, Banking Products, Investment Guidance, Credit Analysis, Business Banking, Financial Planning, Digital Adoption, Communication, Coaching, Regulatory Compliance

Specialization
Candidates must have at least 3-4 years of experience in customer service, relationship management, and recommending financial products. The role requires active FINRA Series 6 and 63 licenses, state insurance licenses, and the ability to work Saturdays.

Experience Required
Minimum 2 year(s)

Personal Banker Bilingual North Hills Fin Ctr at Wells Fargo

Anderson, South Carolina, United States - Full Time

Skills Needed
Bilingual Spanish/English, Customer Relationship Management, Cash Handling, Financial Product Knowledge, Digital Banking Tools, Credit Applications, Risk Management, Active Listening, Compliance, Account Opening, Referral Generation, Communication Skills

Specialization
Requires at least 6 months of customer interaction experience and bilingual proficiency in Spanish and English. Candidates must be able to work Saturdays and pass a required language assessment.

Personal Banker Cherrydale Point Shopping Ctr at Wells Fargo

Greenville, South Carolina, United States - Full Time

Skills Needed
Relationship Building, Customer Service, Cash Handling, Financial Needs Analysis, Digital Banking Tools, Credit Applications, Risk Management, Compliance, Account Opening, Proactive Outreach, Active Listening, Collaboration

Specialization
Requires at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. Desired qualifications include experience in financial services, comfort with digital technology, and the ability to follow strict regulatory policies.

Roving Personal Banker - Colorado Springs CO at Wells Fargo

Colorado Springs, Colorado, United States - Full Time

Skills Needed
Customer Service, Relationship Building, Financial Product Knowledge, Digital Banking Solutions, Credit Applications, Fraud Identification, Cash Handling, Proactive Outreach, Regulatory Compliance, Risk Management, Professionalism, Adaptability

Specialization
Requires at least 6 months of customer interaction experience and the ability to travel 100% of the time within the district. Candidates must be able to obtain SAFE registration and meet Loan Originator requirements under Regulation Z.

Associate Personal Banker (SAFE) - Sandpoint at Wells Fargo

Sandpoint, Idaho, United States - Full Time

Skills Needed
Relationship Building, Customer Service, Cash Handling, Financial Product Knowledge, Digital Banking Tools, Risk Management, Compliance, Credit Applications, Account Opening, Active Listening, Proactive Outreach, Collaboration

Specialization
Requires at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. Candidates must be able to obtain SAFE registration and meet loan originator requirements regarding financial responsibility and background checks.

Senior Commercial Banking Portfolio Coordinator at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Credit Approval Process, Risk Management, Compliance, Procedure Interpretation

Specialization
Candidates must possess a minimum of 4 years of financial analysis experience, which can be demonstrated through work experience, training, military experience, or education. The role requires interaction with the immediate team and the Commercial Banking Portfolio Management functional area to review company processes for credit provision.

Experience Required
Minimum 2 year(s)

Personal Banker Bilingual Southern Westchester at Wells Fargo

Yonkers, New York, United States - Full Time

Skills Needed
Customer Service, Bilingual, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Risk Management, Digital Solutions, Credit Applications, Teamwork, Professionalism, Data Entry

Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.

Senior Premier Banker - Colorado North District at Wells Fargo

Fort Collins, Colorado, United States - Full Time

Skills Needed
Customer Service, Relationship Building, Financial Advisory, Sales, Risk Management, Compliance, Financial Analysis, Mortgage Lending, Investment Services, Small Business Banking, Conflict Resolution, Mentoring, Communication Skills, Business Acumen, Digital Banking, Loss Prevention

Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in relationship building and product recommendation. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.

Experience Required
Minimum 2 year(s)

Senior Premier Banker Cobb Marketplace Branch at Wells Fargo

Marietta, Georgia, United States - Full Time

Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Needs Assessment, Financial Planning, Sales, Mortgage Services, Investment Services, Credit Analysis, Independent Judgement, Team Collaboration, Business Acumen, Lending Products, Digital Banking

Specialization
Candidates need a minimum of 4 years of customer service experience or equivalent, along with 3+ years in relationship building and recommending products/services. This SAFE position requires meeting specific licensing requirements, including FINRA Series 6 and 63, and potentially Series 65 depending on the state, along with ongoing compliance with mortgage lending regulations.

Experience Required
Minimum 2 year(s)

Personal Banker Bilingual Southern Connecticut at Wells Fargo

Norwalk, Connecticut, United States - Full Time

Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Risk Identification, Digital Banking, Teamwork, Professionalism

Specialization
Candidates must have at least 6 months of customer service experience and possess bilingual proficiency in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that may include Saturdays.

Relationship Banker Eastside Oregon District at Wells Fargo

Milwaukie, Oregon, United States - Full Time

Skills Needed
Relationship Management, Financial Planning, Customer Service, Credit Strategies, Digital Banking Adoption, Portfolio Management, Risk Management, Consultative Selling, Issue Resolution, Regulatory Compliance

Specialization
Requires at least 2 years of customer service experience and 1 year of relationship building and issue resolution. Must obtain or possess FINRA Series 6, 63, and State Insurance licenses, as well as SAFE registration.

Experience Required
Minimum 2 year(s)

Bilingual Spanish Personal Banker Long Beach at Wells Fargo

Long Beach, California, United States - Full Time

Skills Needed
Bilingual Spanish, Customer Relationship Management, Cash Handling, Financial Product Knowledge, Digital Banking Tools, Risk Management, Credit Applications, Account Opening, Active Listening, Compliance, Referral Generation, Operational Standards

Personal Banker Colonial Plaza Aberdeen Branch at Wells Fargo

Matawan, New Jersey, United States - Full Time

Skills Needed
Relationship Building, Customer Service, Financial Product Knowledge, Cash Handling, Digital Banking Tools, Risk Management, Compliance, Active Listening, Outreach, Account Opening, Credit Applications, Collaboration

Specialization
Requires at least 6 months of customer interaction experience and the ability to work Saturdays. Candidates must be able to obtain SAFE registration and pass a background and credit report review.

Associate Personal Banker (SAFE) - Crown Farm at Wells Fargo

Gaithersburg, Maryland, United States - Full Time

Skills Needed
Relationship Building, Customer Service, Cash Handling, Financial Product Knowledge, Digital Banking Tools, Risk Management, Compliance, Active Listening, Outreach, Account Opening, Credit Applications, Collaboration

Specialization
Requires at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. SAFE registration is required at the time of employment.

Senior Commercial Banking Portfolio Coordinator at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Financial Analysis, Credit Analysis, Us Gaap, Excel, Macros, Ebitda Calculation, Credit Structuring, Wacc, Dcf, Ratio Analysis, Regulatory Reporting, Business Writing, Problem Solving, Data Analysis, Ai Tools, Risk Management

Specialization
Candidates must have at least 2 years of financial analysis experience and a degree in Accounting, Finance, Economics, or CA Inter. Proficiency in MS Excel, Macros, and a strong understanding of GAAP accounting and credit analysis are required.

Experience Required
Minimum 2 year(s)

Associate, Investment Banking - Technology at Wells Fargo

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jun, 26

Salary

200000.0

Posted On

29 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Banking, Software Sector, Semiconductor Sector, Financial Analysis, Valuation Models, Market Trends, Strategic Advice, Transaction Execution, Client Relationship Management, Process Improvement, Research, Compliance Requirements, Business Development, Deal Execution, FINRA SIE, FINRA Series 63

Industry

Financial Services

Description

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking an Investment Banking Associate with a focus on Software and Semiconductors for the Tech team within the Tech, Media and Telecom (TMT) group. This team is dedicated to building long-term relationships with decision makers (C-suite, Board) across the software and semiconductor sectors, providing strategic advice, deep industry insights, and flawless execution of complex transactions. In this role, you will: Participate in analyzing companies and client investments across the software and semiconductor sector Make strategic recommendations to clients based on market trends, valuation insights, and competitive positioning Identify opportunities for process improvements within the Investment Banking Program Review and analyze market data, valuation models, and presentations that require research, evaluation, and independent judgment to guide medium-risk deliverables Present recommendations for resolving business challenges and develop 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 clients, including senior executives and institutional investors 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 experience in software and/or semiconductor sectors within Tech Strong understanding of industry dynamics, competitive landscape, and key valuation drivers in software and semiconductors Excellent verbal, written, and interpersonal communication skills A Master's degree or higher in accounting, finance, economics, or a related field Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Knowledge and understanding of business development: business vision, strategies, and goals Knowledge and understanding of capital markets: deal execution process and standards 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. Compensation Details: Base pay: $175,000-200,000 May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Location: San Francisco, CA Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $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: 8 Apr 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 Associate will participate in analyzing companies and client investments within the software and semiconductor sectors, making strategic recommendations based on market trends and valuation insights. Responsibilities also include identifying process improvements, reviewing market data, and presenting recommendations to resolve business challenges.

Associate, Investment Banking - Technology at Wells Fargo

San Francisco, California, United States - Full Time

Experience Required
Minimum 2 year(s)

Associate Personal Banker - Dover Parkway at Wells Fargo

Dover, Delaware, United States - Full Time

Associate Personal Banker - Woodhaven Mall at Wells Fargo

Bensalem Township, Pennsylvania, United States - Full Time

Senior Premier Banker Greater San Francisco at Wells Fargo

San Francisco, California, United States - Full Time

Experience Required
Minimum 5 year(s)

Bilingual Personal Banker La Cumbre Plaza at Wells Fargo

Santa Barbara, California, United States - Full Time

Senior Premier Banker North St. Paul Area at Wells Fargo

Roseville, Minnesota, United States - Full Time

Experience Required
Minimum 2 year(s)

Personal Banker Bilingual North Hills Fin Ctr at Wells Fargo

Anderson, South Carolina, United States - Full Time

Personal Banker Cherrydale Point Shopping Ctr at Wells Fargo

Greenville, South Carolina, United States - Full Time

Roving Personal Banker - Colorado Springs CO at Wells Fargo

Colorado Springs, Colorado, United States - Full Time

Associate Personal Banker (SAFE) - Sandpoint at Wells Fargo

Sandpoint, Idaho, United States - Full Time

Senior Commercial Banking Portfolio Coordinator at Wells Fargo

Bengaluru, karnataka, India - Full Time

Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Credit Approval Process, Risk Management, Compliance, Procedure Interpretation

Experience Required
Minimum 2 year(s)

Personal Banker Bilingual Southern Westchester at Wells Fargo

Yonkers, New York, United States - Full Time

Senior Premier Banker - Colorado North District at Wells Fargo

Fort Collins, Colorado, United States - Full Time

Experience Required
Minimum 2 year(s)

Senior Premier Banker Cobb Marketplace Branch at Wells Fargo

Marietta, Georgia, United States - Full Time

Experience Required
Minimum 2 year(s)

Personal Banker Bilingual Southern Connecticut at Wells Fargo

Norwalk, Connecticut, United States - Full Time

Relationship Banker Eastside Oregon District at Wells Fargo

Milwaukie, Oregon, United States - Full Time

Experience Required
Minimum 2 year(s)

Bilingual Spanish Personal Banker Long Beach at Wells Fargo

Long Beach, California, United States - Full Time

Personal Banker Colonial Plaza Aberdeen Branch at Wells Fargo

Matawan, New Jersey, United States - Full Time

Associate Personal Banker (SAFE) - Crown Farm at Wells Fargo

Gaithersburg, Maryland, United States - Full Time

Specialization
Requires at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. SAFE registration is required at the time of employment.

Senior Commercial Banking Portfolio Coordinator at Wells Fargo

Bengaluru, karnataka, India - Full Time

Experience Required
Minimum 2 year(s)