Relationship Associate

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Market Job Description

Wells Fargo Corporate Banking has a new opportunity for a Relationship Associate to join the team based in Frankfurt.

The Relationship Associate will be responsible for assisting the Relationship Manager with on-boarding credit clients, booking deals, ensuring system accuracy, and on-going maintenance.

(Note: In addition to these functions employees are required to carry out such other duties as may reasonably be required).


  • Responsible for maintaining the integrity and accuracy of customer details in systems of record.
  • Maintain credit tickler and default reports and act as a liaison between the office and external partners.
  • Prepare due diligence documents, coordinate the Credit investigation process, and organize results to comply with Know Your Customer, ensure satisfactory Data Integrity, and other regulatory and policy requirements.
  • Supporting the RM/Sales throughout the entire sales process for our clients' credit and non-credit needs including coordination of internal and external support tasks).
  • Interacting with the US & EMEA offices, internal product partners, other members of the office (e.g., Legal, Compliance, Risk, Tax, Operations, Finance), and clients to deliver results in a timely manner.
  • Ensure new deals are booked/ updated in relevant relationship systems and revenue captured at all times. Supporting the Operational Lending/booking capabilities and Trade Services capabilities, coordinating credit/ requests and balance monitoring.
  • Supporting the US customers requiring an EMEA booking process.
  • Assisting the relationship team with both internal and external l audits.
  • Ad-hoc projects/initiatives/marketing/portfolio management/maintenance for all relevant product services
  • Responsible for working with the relationship team to support a portfolio of Global Corporate and subsidiary clients in Europe and US.
  • Responsible for ensuring a high level of client satisfaction and retention by proactively taking ownership for solving problems, engaging appropriate partners and addressing client issues.
  • Prepare due diligence documents, coordinate the Credit investigation process, and organize results to comply with Know Your Customer, ensure satisfactory Data Integrity, and other regulatory and policy requirements.
  • Loan Documentation/Structuring/Negotiation, Trade Guarantees, Account Openings including pricing where required, coordination of internal and external support tasks).

Market Skills and Certifications

Skills/Experience Required:
  • Demonstrated working knowledge of wholesale banking operations and/or systems
  • Seeking highly organized person as a significant portion of this position is administrative in nature.
  • Demonstrate in-depth knowledge of banking products and services related to treasury management, leadership skills, risk and regulatory compliance, accounting and bank operations
  • Planning and budget management skills.
  • Ability to work effectively in a team environment and interact, negotiate and communicate with all levels of management, staff and internal team members
  • Ability to work in a fast paced environment across multiple time zones.

We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

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.

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