Military Veteran 2020 Financial Analyst Program

Wells Fargo
11 Oct 2019
18 Oct 2019
Contract type
Full time
Job Description

*For this position we are seeking candidates with military experience. For more Financial Analyst Program opportunities please visit*

At Wells Fargo, we want to satisfy all our customer's financial needs and help them succeed financially. We're looking for motivated and talented people who will put the customer at the center of everything we do. Join our diverse and inclusive team where you'll feel challenged, 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 four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Financial Analyst Program Overview
The Financial Analyst Program is a–multi–faceted early talent program that incorporates two avenues to develop you for your future career in Commercial Banking.
The first is a centralized enterprise program that provides four extensive training sessions and coaching to build your analytical and interpersonal skills.
The second is a line of business–specific program offered by the Commercial Banking team in two–stages. The Commercial Banking program's focus is on credit underwriting skills, as well as, career development and enrichment activities. Our goal is to provide you the knowledge and skills to successfully develop and manage our client relationships.

Your opportunity in Commercial Banking
Wells Fargo Commercial Banking delivers a comprehensive suite of products and industry expertise to serve the diverse financial needs of companies with annual sales typically ranging from $5 million to $2 billion. As a leader in serving commercial customers, Wells Fargo offers financial services including credit and treasury management solutions as well as specialized expertise across industries including Technology, Food, Beverage & Agribusiness, Investor Real Estate and Government.

Commercial Banking Financial Analyst Program Overview
Development Hub Stage
You will begin your program in our Development Hub located in Charlotte, NC. During this six–month stage, you will participate in numerous credit learning activities and develop your credit underwriting skills through on–the–job credit report preparation. You will also engage in various career development and enrichment activities, such as volunteer events, conversations with senior leaders, discussions with product partners and team building events. Upon successful completion of this six–month stage, you will transition to a Commercial Banking Office (CBO).

Offers can be for a specific CBO, specialized team, metropolitan area, or region of the country. The location of the CBO, in the case of a metropolitan or regional offer, will be determined prior to completion of the six–months in the Development Hub.

Commercial Banking Office Stage
Upon your transition to a CBO, you will work alongside experienced Commercial Bankers to further deepen your knowledge and develop your analytical, underwriting, sales and relationship management skills by actively participating in your team's day–to–day client and prospecting activities.

Your Role as a Commercial Banking Financial Analyst
Analyze the strengths and weaknesses of a company's business and management team
Conduct in–depth industry research to identify key drivers, challenges, and trends that are most relevant
Monitor and evaluate client financial and operational performance and how each may impact overall risk management and assessment
Partner with relationship managers to structure multi–million dollar credit transactions
Prepare credit underwriting memorandums, including recommendations, key risk factors, sources of repayment, cash flow modeling, leverage profile assessment and ability to service debt
Review legal documentation that outlines the terms and conditions of approved loans
Assess and understand client needs to effectively identify other Wells Fargo products and services that can help clients achieve their goals
Engage in creative thinking and idea generation to prepare discussion materials that focus on issues impacting the company and prepare relationship mangers for client or prospect dialogue
Participate in client meetings, due diligence visits and other client interactions to gain exposure to company management teams and their interactions with senior bankers

Financial analysts who successfully complete the program are on their way to a long–term career. The program is ideal for preparing you for a client–facing role, for example Relationship Manager, in which you will manage client relationships by working with a client'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.

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

  • 6 months of experience in one or a combination of the following: financial analysis, credit analysis, statistical analysis, or statement spreading; or BS/BA degree or higher granted prior to hire date

Desired Qualifications

  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • High level of initiative and accountability
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work in a fast–paced deadline driven environment
  • Solid problem solving and decision making skills
  • Military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management
  • Experience working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, and assistance with keeping military personnel combat–ready and effective

Job Expectations

  • Ability to travel up to 25% of the time

Salary Information

The salary range displayed below is based on a Full–time 40 hour a week schedule.

OH–Cleveland: Min: $43,200 Mid: $60,000
OH–Columbus: Min: $43,200 Mid: $60,000

Street Address

OH–Cleveland: 950 Main Avenue – Cleveland, OH
OH–Columbus: 325 John McConnell Blvd – Columbus, OH


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.

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