Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Corporate Banking Relationship Manager 1 Sr. Analyst Corporate Banking Energy Group

Expired Job

Wells Fargo Dallas , TX 75201

Posted 3 months ago

Job Description:

Due to a high volume of inquiries and multiple hiring managers for these roles, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed will not receive a response

At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.


Wells Fargo provides companies with the full spectrum of financial services they need to run their businesses including financing, cash management, international, insurance, investment banking and capital markets, short- and long-term investments and management, commercial real estate, and more.

The Financial Analyst Program is an early talent program that incorporates extensive training and coaching to help you build your analytical skills, master credit underwriting, and prepare you for a long term career at Wells Fargo.


  • Corporate Banking is a diverse set of primarily industry-focused businesses that provide integrated financial solutions to corporate, investment grade, non-investment grade, public, and private customers via team members and offices in the U.S. and internationally

  • For the position under this job posting, you'll become part of a lending team in the Exploration and Production Division at the Houston office of the Energy Group


You will work closely with your office's relationship team and develop expertise in the companies and industries you serve. Your responsibilities may include:

  • Analyzing a company's financial, operational, and management strengths and weaknesses to identify potential capital, balance sheet, and reputation risks

  • Preparing comprehensive company annual financial reviews as well as underwriting memorandums focusing on a company's leverage, key risk factors, sources of repayment, cash flow, and ability to service debt

  • Assembling a variety of financial schedules including projections in support of recommended credit actions

  • Identifying credit issues early in the underwriting process and recommending ways to reduce exposure

  • Partnering with relationship managers to structure multi-million dollar transactions

  • Reviewing loan agreements and other legal documents related to credit exposures

  • Understanding client needs and identifying other Wells Fargo products and services that can help clients achieve their goals

  • Monitoring of current events and financial information for highly visible, often publicly traded companies

  • Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers


We focus on your training and development so you'll be prepared to take your next career step once you complete the program. You'll get:

  • On-the-job experience: Working as part of a high-performing team in your business group is how you will gain in-depth experience as a financial analyst. You will begin to build your analytical skills and understanding of credit by actively participating in your team's day-to-day activities.

  • Credit fundamentals training: You will attend three in-person courses during the Financial Analyst Program to advance your credit underwriting proficiency.

  • Specialized training: Your line of business will offer specialized training to foster a deeper understanding of your business and, you'll become familiar with financial, technical, and operational tools and processes to help you improve your credit underwriting/problem-solving skills


Financial analysts who successfully complete the program are on their way to a long-term career. The program is ideal for preparing you for the following paths:

  • Credit analyst: Evaluate clients and their businesses to determine the best financing structure for both the client and Wells Fargo.

  • Relationship manager: Manage client relationships by working with a company's business principals to understand their short and long-term needs and to structure the financing and banking products that help them achieve their goals.

  • Portfolio manager: Oversee the loan portfolio for an office or line of business.

  • Credit Management Training Program (CMTP): A select number of high-performing graduates from the Financial Analyst Program are nominated for this intensive credit training program. CMTP is a four month classroom-based program that builds on the fundamental credit training you receive in the Financial Analyst Program. Using case studies and real-life scenarios, CMTP covers the ways that our lending groups approach credit underwriting and risk management.


Dallas, TX


For additional information about the Financial Analyst Program and the various businesses of Wells Fargo, please visit:

Team members 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.

Required Qualifications

  • 1+ year of account relationship management experience, credit management experience, or a combination of both

Desired Qualifications

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

  • Strong organizational, multi tasking, and prioritizing skills

  • Ability to work in a fast-paced deadline driven environment

  • High level of initiative and accountability

  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills

  • Outstanding problem solving and decision making skills

Other Desired Qualifications

  • Undergrad degree preferably in accounting/finance; CPA designation

  • Professional experience through internships, part-time or full-time work in the energy industry, including analyzing financial statements of companies, and financial modeling/projections


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Executive Director Corporate Client Banking Energy Group E&P CoverageDallas TX

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 12/3/2018 12:00:00 AM 2019-03-03T00:00 Apply Now Executive Director, Corporate Client Banking – Energy Group E&P Coverage–Dallas, TX Req #: 170032220 Location: Dallas, TX,US Job Category: Relationship Management/Sales Job Description: Managing Director or Executive Director, Corporate Client Banking – Energy Group (E&P Coverage) – Dallas, TX Description: The position is a corporate banking Relationship Management role in the Corporate Client Banking Energy industry group, with a heavy emphasis on business development and market leadership. The primary functions are to 1) generate new business opportunities, 2) manage existing relationships, and 3) represent our E&P Energy banking practice in select U.S. markets. The Energy Group is part of Corporate Client Banking within the Commercial Bank and is responsible for managing relationships with public and private-equity backed Energy companies. We advise clients and prospects as they seek to raise debt and equity capital in the public, private and syndicated bank market. In addition we advise clients on Interest Rate Risk Management and Global Treasury Solutions. The Energy Group focuses primarily on domestic, onshore E&P companies, as well as E&P Services companies that are users of investment banking products and traditional banking services. Our business partners include Product Specialists from the Global Investment Bank (Syndications, Debt Capital Markets, Equity Capital Markets, M&A, etc), as well as Coverage Partners from Treasury Services & Private Banking. This position requires an experienced relationship manager capable of driving business independently. The banker should have proven client relationship skills and an ability to call at the CEO/CFO level. Strong corporate finance, credit, and transaction execution skills are required. Oil Field Services experience is preferred. Specific responsibilities and required skills are listed below. Primary Responsibilities * Identify, pursue and close sales opportunities for a broad range of financial products and services * Manage complex, multi-product client relationships as an E&P banker * Coordinate the sales and service efforts of multiple internal business partners * Proactively market clients and prospects; represent E&P companies in the local banking and business communities; and develop a network of referral sources * Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests * Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance, treasury services and credit opportunities * Strictly comply with all regulatory and JMPC rules, policies, and procedures Qualifications * Minimum of 10 years experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services * Knowledge and experience in the Energy Corporate Banking Sector (E& P Banking Coverage experience desired) * Strong leadership abilities in financial services sales and business development * Solid credit, analytical, and problem-solving skills * Excellent oral and written communications abilities * Knowledge of credit, corporate finance, treasury, investment banking, and other banking products; preferably with execution experience * Self-motivated, dependable and intelligent * Candidate must be a top individual contributor, with a strong performance track record * Completion of a recognized bank credit training program or investment banking training program * Possess (or obtain within three months of hire) FINRA Series 79 and 63 securities licenses * MBA preferred Jpmorgan Chase & Co. Dallas TX

Corporate Banking Relationship Manager 1 Sr. Analyst Corporate Banking Energy Group

Expired Job

Wells Fargo