Commercial Banking Portfolio Manager - Commercial & Industrial

Wells Fargo is seeking a senior commercial banking portfolio manager.

• Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
• Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
• Lead projects and teams or serve as a mentor for less experienced individuals

• 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
• Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
• Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moodys Risk Analytics would be a plus.
• Should be aware of key factors which helps in assessing credit worthiness of borrower.
• Excellent communication skills, with special focus on business writing skills for credit reports.
• Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.

• As part of Wells Fargo's commitment to innovation and responsible AI adoption, all roles require foundational AI literacy. This includes:
  • Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
  • Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
  • Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
  • Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.