financial analyst

business intelligence analyst Jobs in Chicago

business intelligence analyst

business analyst

analyst 1

analyst, fp&a

senior financial analyst

Tropicana Brands Group

<div>
 <p>
  <strong>
   Fresh-Squeezed Legacy, Bold New Chapter
  </strong>
 </p>
 <p>
  Tropicana Brands Group is a $3B startup aiming to revolutionize the beverage category. Formed in 2022 as a joint venture between PAI Partners and PepsiCo, our portfolio includes iconic brands like Tropicana, Naked, KeVita, Izze, Copella, and Punica. With over 76 years of global leadership in the orange juice category, we&rsquo;re committed to preserving this legacy while driving innovation in other areas. From reimagining orange juice to creating functional smoothies and driving afternoon refreshments, we are striving to become the undisputed global leader in fresh and chilled beverages.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Finance team plays a critical role in Tropicana Brands Group&rsquo;s overall success by providing financial insights, strategic guidance, and operational support. Through budgeting, forecasting, and financial analysis, the team ensures that resources are allocated efficiently to drive profitability and growth. Additionally, the team supports decision-making by identifying risks and opportunities, optimizing costs, and ensuring compliance with internal controls and financial regulations. By partnering with other departments, Finance helps align financial goals with business strategies, ultimately contributing to the company&rsquo;s stability and long-term success.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Senior Analyst, Sales Finance - Canada contributes to Tropicana&rsquo;s success by acting as a key part of the Tropicana Finance team in support of the Canada sales organization. In addition to providing business and analytics support, this position contributes to the company&rsquo;s success by proactively monitoring Customer trends and identifying risks and opportunities to maximize business performance. Success in this role will require results-driven behavior, solid organizational skills, intellectual curiosity, strong financial analytical skills, technical strength, interpersonal skills, and the ability to work both independently and as part of a team. Tropicana is looking for a critical thinker with exceptional communication, influencing and relationship management skills who thrives in a fast-paced environment.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Additional responsibilities include:
 </p>
 <ul>
  <li>
   Provide customer insight and analysis into drivers of change for key metrics: volume, price, margin and profitability by product
  </li>
  <li>
   Identify any fluctuations between the plan/forecast and actual sales trend, communicate with the sales team and develop solutions to drive sales
  </li>
  <li>
   Lead trade spend reporting, forecasting, and analysis to improve promotional effectiveness and overall return on investment
  </li>
  <li>
   Evaluate customer-specific trade programs, pricing strategies, and promotional activities to maximize profitability
  </li>
  <li>
   Conduct post-promotion ROI analysis and provide recommendations to optimize future trade investments
  </li>
  <li>
   Improve/simplify processes by analyzing current tools and systems, and designing and implementing new procedures for more efficient reporting
  </li>
  <li>
   Assist with ad-hoc and cross-functional projects as required
  </li>
  <li>
   Ability to structure and prioritize tasks, and focus efforts in an ambiguous work environment
  </li>
  <li>
   Demonstrated ability to implement short- and long-term strategies to support organizational operation and transformation
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Perfect Blend: Experience
  </strong>
 </p>
 <ul>
  <li>
   Minimum 3+ years of experience and practical exposure preferably in Sales Finance, Trade Management, Financial Planning &amp; Analysis with a CPG company
  </li>
  <li>
   Experience with forecasting and budgeting, financial modeling
  </li>
  <li>
   Excellent analytical skills and the ability to translate analytical findings into actionable solutions and processes
  </li>
  <li>
   Results-oriented
  </li>
  <li>
   Strong verbal and written communication skills to effectively interact with all levels of management
  </li>
  <li>
   Ability to function effectively in a team environment
  </li>
  <li>
   Proficient in Microsoft Excel and PowerPoint with the ability to quickly learn various in-house software applications
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Foundational Ingredients: Requirements
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s Degree (Finance, Accounting or Business-Related degree)
  </li>
  <li>
   Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
  </li>
  <li>
   Must be located in Chicago, IL surrounding area or willing to relocate for the duration of employment.
  </li>
  <li>
   Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Perks That Pack a Punch:
  </strong>
 </p>
 <p>
  TBG is pleased to offer you a comprehensive benefits package which includes a 401(k) plan, medical, dental, vision, company provided life, STD and LTD insurance. In addition, you may also elect to participate in voluntary life, accident, hospital, and critical illness coverages.
 </p>
 <p>
  The salary range for this position is $70,000 - $100,000 annually.
 </p>
</div>


Sr. Financial Analyst - Sales

Honk

<div><div>Honk is a technology-driven roadside assistance platform that connects enterprise and retail customers with a nationwide network of service providers. We don&rsquo;t own trucks. We built the marketplace, the dispatch engine, and the data infrastructure that makes the whole thing work. We&rsquo;re PE-backed, scaling fast, and aggressively investing in automation / AI and excellent talent.
</div><h3 class="jobSectionHeader"><b>The Role</b></h3><div>
<p>
This role will be a key asset in the future growth of the company. Think of it as not just FP&amp;A but also analytics and business operations. In this role, you&rsquo;ll drive investment decisions by deeply understanding and modeling the drivers of the business. This function will act as the analytical engine of the company to provide insights and support &lsquo;optimal&rsquo; decision-making. You&rsquo;ll partner directly with ops, sales, and the exec team as their strategic finance co-pilot, rather than a back-office scorekeeper. You&rsquo;ll also interact with our PE partners on financial performance and health metrics. The position reports to the CFO.</p>
</div><h3 class="jobSectionHeader"><b>
What You'll Do/Own</b></h3><div>
<ul>
<li><p>Unit-level economic analysis by customer, market, and job type, using it to partner with the business on where to push and where to pull back.</p>
</li>
<li><p>Quantify the impact of our investments through analysis and experimentation, working closely with product and operations.</p>
</li>
<li><p>Pressure-test new investments. Build the 80/20 ROI case to make go/no-go decisions.</p>
</li>
<li><p>Help secure new customers by refining and owning our pricing models.</p>
</li>
<li><p>Build and own the company&rsquo;s financial forecast and annual plan. Set the cadence, drive the inputs for each function, and hold the business to the number.</p>
</li>
<li><p>Analyze business and financial performance each month. Name, quantify and explain the drivers simply and succinctly, internally and to our PE partners.</p>
</li>
<li><p>Automate the reporting grind (Looker / Excel / Python) so your time goes to insight, not data wrangling.</p>
</li>
</ul></div><h3 class="jobSectionHeader"><b>What You Bring</b></h3><div>
<ul>
<li><p>4-6 years in corporate finance, business operations/analytics, investment banking, or private equity. High-growth, tech environments are strongly preferred.</p>
</li>
<li><p>Fluency in unit economics and contribution-margin thinking. You see a P&amp;L as a system of drivers, not a stack of line items.</p>
</li>
<li><p>Strong financial modeling. You build three-statement, scenario, and sensitivity models with curiosity and business acumen.</p>
</li>
<li><p>SQL, Python, and BI tools like Looker and Tableau. You either know them or you&rsquo;ll learn them fast. Same goes for using Claude and other AI tools to automate the reporting grind and move faster than the team that&rsquo;s still doing it by hand.</p>
</li>
<li><p>Bachelor&rsquo;s in finance, economics, accounting, or a quantitative field.</p>
</li>
<li><p>Marketplace, on-demand, logistics, or insurance-adjacent experience a plus.</p>
</li>
<li><p>High tolerance for speed, ambiguity, and direct feedback. You go from raw data to a recommendation without being managed to it.</p>
</li>
</ul></div><p>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</p></div>

Sr. Analyst, Strategic Finance

The Mather Group, LLC

<div>
 <p>
  The Trading Analyst plays a critical role in supporting the firm&rsquo;s investment operations and portfolio management activities. This position is responsible for portfolio trading and execution, money movement, model analysis, and portfolio reporting, while closely monitoring portfolio performance and risk exposures. The Trading Analyst will also support back-office operational processes and actively utilize portfolio management and trading systems to ensure accuracy, efficiency, and compliance. Acting independently within established investment policy guidelines, this role requires strong analytical judgment and the ability to manage complex portfolios in a fast-paced, detail-oriented environment.
 </p>
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  <br/>
 </p>
 <p>
  Specific Role Responsibilities
 </p>
 <ul>
  <li>
   Manage daily trading activity (Equities, ETFs and Fixed Income) and account maintenance, following investment policies/guidelines and within designated portfolio models
  </li>
  <li>
   Execution of complex investment strategies using advanced rebalancing software
  </li>
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   Monitor cash balances and drift reports of managed portfolios
  </li>
  <li>
   Maintain accurate portfolio accounting for all clients and accounts and trading system across all areas of the firm
  </li>
  <li>
   Ensure smooth account transition process and accurate implementation of investment decisions, working closely with various internal departments
  </li>
  <li>
   Monitor cash balances and drift reports of managed portfolios
  </li>
  <li>
   Work in partnership to support internal departments and committees
  </li>
  <li>
   Assist with report generation
  </li>
  <li>
   Ensure compliance with FINRA, SEC and other governing entities, as well as internal compliance policies and procedures
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Desired Experience
 </p>
 <ul>
  <li>
   Bachelors Degree in Finance or Economics preferred
  </li>
  <li>
   1-3 years&rsquo; experience required,
  </li>
  <li>
   Previous experience as a Trading Analyst and/or extensive industry experience preferred
  </li>
  <li>
   Excellent analytical and quantitative skills
  </li>
  <li>
   High attention to detail
  </li>
  <li>
   Ability to work well, under pressure in a fast-paced environment
  </li>
  <li>
   Self-motivated and proactive team player
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Role Information
 </p>
 <ul>
  <li>
   Status: Full-Time (Hybrid)
  </li>
  <li>
   Location: Chicago, IL
  </li>
  <li>
   Salary Range: $65,000 - $70,000
  </li>
  <li>
   Reports to: Frank Pecucci, Senior Director of Trading
  </li>
 </ul>
</div>


Trading Analyst

1880 Hospitality

<p>Foodservices Brand Group is a fast-growing company composed of three dynamic operating units: 1880 Retail, 1880 Hospitality, and Tomlinson Industries. These businesses span multiple channels and product categories, including retail, food service, and industrial components. The largest segment is retail, representing over 80% of company sales. Growth in this segment is driven by the Pyrex and Snapware brands, which lead the North American market through a supply agreement with a longstanding domestic glass manufacturer. Each business unit plays a vital role in delivering high-quality, branded solutions tailored to its unique audience.</p><p><b>Deductions Analyst Responsibilities:</b></p><p>&middot; Review and analyze customer deductions to identify root causes, such as pricing discrepancies, promotional allowances, compliance and other chargebacks</p><p>&middot; Collaborate with cross-functional teams, including sales, customer service and accounting, to investigate and resolve deduction issues in a timely manner</p><p>&middot; Maintain accurate records of deduction activities, including tracking and reconciling open deductions, adjustments and recoveries</p><p>&middot; Develop and implement strategies to minimize deductions and improve deductions management processes</p><p>&middot; Prepare and analyze deduction reports, providing insights and recommendations for process improvements and revenue optimization</p><p>&middot; Communicate effectively with internal stakeholders and external customers to address deduction inquiries and resolve disputes professionally</p><p><b>Deductions Analyst Requirements:</b></p><p>&middot; 3+ years of deductions management experience within the retail or related industry.</p><p>&middot; Showcase your proficiency in ERP systems, demonstrating your ability to navigate complex financial landscapes.</p><p>&middot; Vividly experience is a plus.</p><p>&middot; Detail-oriented mindset with a focus on accuracy and data integrity.</p><p>&middot; Ability to prioritize tasks, meet deadlines and adapt to a fast-paced environment</p><p>Job Type: Full-time</p><p>Pay: $52,000.00 - $62,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Prescription drug insurance</li><li>Vision insurance</li></ul><p>Application Question(s):</p><ul><li>Are you legally authorized to work in the United States without employer sponsorship?</li></ul><p>Experience:</p><ul><li>Deduction Analyst: 3 years (Preferred)</li></ul><p>Ability to Commute:</p><ul><li>Chicago, IL 60631 (Preferred)</li></ul><p>Work Location: Hybrid remote in Chicago, IL 60631</p>

Deduction Analyst

TransUnion

<p></p><div><p>TransUnion's Job Applicant Privacy Notice
</p><p>Personal Information We Collect
</p><p>Your Privacy Choices
</p><p></p><p><b>Team Overview
</b></p>As the customer Engagement Senior Analyst you will ensure alignment between sales and delivery teams from a delivery standpoint. You will partner with sales on new/existing customer opportunities, advise on product capabilities and set up process and provide final solution recommendation. You will also communicate between production and customers and ensure program dates and deliverables are met. In this role you will report to the Manager, Customer Engagement.&amp;#xa;&amp;#xa;This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.
<p></p><p><b>Role Overview and Core Responsibilities
</b></p><ul><li><div>Contribute to the full system lifecycle including client and sales engagement, requirements gathering, review the fulfillment of the solution, &amp; coordinate resources for fulfillment
</div></li><li><div>The associate is needed for successful analysis of customer business requirements by assisting the technical team with developing an end to end processing solution that includes design, setup, test, delivery and documentation.
</div></li><li><div>Validate batch fulfillment system setup and output, based on requirements from the customer, which also includes direct customer communication to audit the results.
</div></li><li><div>Analyze and interpret how industry changes will affect program execution, fulfillment, and solution delivery
</div></li></ul><p></p><p><b>Required Knowledge and Experiences
</b></p><ul><li><p>Translate technical and functional requirements and collaborate with technical counterparts
</p></li><li><p>Explain technical concepts in layman's terms to a non-technical audience
</p></li><li><p>Bachelor&rsquo;s degree and relevant work experience, preferably in the Financial Services industry
</p></li><li><p>Familiarity working with data
</p></li><li><p>Experience in the credit reporting, financial services or direct marketing industry is preferred.
</p></li><li><p>ETL Knowledge
</p></li></ul><p></p><p><b>Benefits that support every part of your life:
</b></p><p>At TransUnion, we design benefits to help you feel well, do well, and plan well&mdash;from day one.
</p><p><b>For Your Health </b>: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable.
</p><p><b>For Your Protection </b>: We&rsquo;ve got your back with company‑paid basic life and AD&amp;D, optional voluntary life and AD&amp;D for you and your family, and short‑ and long‑term disability. You can also opt into a legal plan, pet insurance, and travel accident coverage.
</p><p><b>For Your Family </b>: From adoption assistance and fertility planning coverage to caregiver support, we&rsquo;re here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
</p><p><b>For Your Future </b>: Build toward what&rsquo;s next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.
</p><p><b>For You </b>: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.
</p><p><b>For Your Wellness </b>: Access 24/7 support including professional therapy, coaching, and emotional well‑being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.
</p><p></p><p>We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans&rsquo; Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion&rsquo;s Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com .
</p><p></p><p>Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.
</p><p></p><p>TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.
</p><p></p><p>Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company&rsquo;s reputation are also essential expectations of this position.
</p><p></p><h2 class="jobSectionHeader"><b>Pay Scale Information:
</b></h2><p></p>The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual&rsquo;s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion&rsquo;s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.&amp;#xa;
<p></p><p><b>TransUnion Overview:
</b></p><p>At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our <b>Workforce for Good </b>, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver&rsquo;s seat of their professional development&mdash; while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that&rsquo;s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.<br>
</p><p></p><p>Be a part of our <b>Workforce for Good </b>&ndash; you&rsquo;ll work with great people, pioneering products and cutting-edge technology.
</p><p></p><p>TransUnion's Internal Job Title:
</p>Sr Analyst, Customer Engagement
<p></p><p>Company:
</p>TransUnion LLC</div>

Customer Engagement Senior Analyst

Rush University Medical Center

<p></p><div><p><b>Location: </b>Chicago, Illinois
</p><p><b>Business Unit: </b>Rush Medical Center
</p><p><b>Hospital: </b>Rush University Medical Center
</p><p><b>Department: </b>Research Computing
</p><p><b>Work Type: </b>Full Time Remote (Total FTE between 0.9 and 1.0)
</p><p><b>Shift: Shift 1
</b></p><p><b>Work Schedule: </b>8 Hr (8:00:00 AM - 5:00:00 PM)
</p><p><b>Rush offers exceptional rewards and benefits learn more at our </b>Rush benefits page (https://www.rush.edu/rush-careers/employee-benefits).
</p><p><b>Pay Range: </b>$34.61 - $51.57 per hour
<br>
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush&rsquo;s anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
</p><p>Summary:
<br>
The Analyst will support the research, clinical, quality improvement, and business data analysis needs of Rush University Medical Center. The Analyst will assist clinical faculty and Principal Investigators to identify and gather necessary data that span operational through research needs and will build databases to permit queries. The analyst will have a direct reporting relationship to the Knowledge Management Team, Medical Director, and Chief Analytics Officer, who are the subject matter experts in data access and research data requests. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.
</p><div>Other information:
<br>
Required Job Qualifications:
<br>
<ul><li>Master's degree in information science, computer science, epidemiology, biostatistics, or equivalent technical experience.
</li><li>Strong analytic, issue resolution, and facilitation skills.
</li><li>Demonstrated proficiency writing SQL stored procedures or queries.
</li><li>Able to present complex information in an understandable and compelling manner.
</li><li>Able to prioritize and multi-task to manage expectations of multiple stakeholders.
</li><li>Able to deliver high quality, timely work product with significant autonomy.
</li><li>Effectively adapts to rapid changes in project or data requirements and changing directions.
</li><li>Strong written and verbal communication.
</li><li>Effective interpersonal and teamwork skills.
</li><li>Expertise with data and analytics tools.
</li><li>Experience querying and analyzing data with SQL programming language or equivalent tools.
</li></ul><br>
Preferred Job Qualifications:
<br>
<ul><li>At least three years of experience in statistical software (e.g. SAS or R), with data science experience.
</li><li>Some experience in the health care setting.
</li><li>Familiarity with healthcare industry or healthcare information systems.
</li><li>Experience with Epic.
</li><li>Experience with financial /claims data.<br>
</li></ul></div><div>Responsibilities:
<br>
<ul><li>Gather business/data requirements from clinical faculty and Principal Investigators and collaborate on the best way to design studies or to build study cohorts based on the Analyst's knowledge of available systems. Acts as interface between clinical experts and IT to determine feasibility, timelines, and cost of date requests.
</li><li>Uses third party software tools and research data warehouse in development of queries and visualizations. Creates research data marts using the enterprise IT architecture.
</li><li>Serves as representative for the KM Team on committees and initiatives that involve multi-site studies to facilitate IT and research informatics collaborations.
</li><li>Participates in analytics-based projects that leverage data collected from electronic medical records to measure and predict patient outcomes.
</li><li>Works with statisticians and mathematicians to design predictive models using statistical and machine learning methods that will predict patient outcomes.
</li><li>Develops analytic data sets for research and operations and uses statistical software (SAS or R) to analyze data sets as requested by departmental faculty.
</li><li>Produces reports that facilitate evidence-based clinical and financial decisions.
</li><li>Works with CRIO/CMIO/Knowledge Management team to develop new data queries and toolsets.
</li><li>Member of the IT business intelligence/knowledge management team at Rush. Maintains peer relationship and collaborative knowledge exchange with IT counterparts.
</li></ul></div><p>Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.</p></div>

Clinical Data Analyst

Wells Fargo

<div><p><b>About this role:</b></p><p>
Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager (Commercial Banking Program Associate) to join the Banker Development Program.</p><p></p><p>
The Banker Development Program is a two-year program designed to advance the careers of the next generation of bankers in Commercial Banking. The program provides sales skills and advances credit acumen necessary to meet our current and future business needs to excel in serving our prospects and clients. Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of our business. Combination of formal training, on the job experience and professional support prepares participants for relationship management, sales or credit leadership roles within Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com.</p><p></p><p>
Middle Market Banking provides comprehensive financial services to commercial customers primarily with annual sales from $25 million to $2 billion. With locations in the United States and Canada, we help customers grow, add jobs, and succeed.</p><p></p><p><b>
In this role, you will:</b></p><ul><li><p>
Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization</p></li><li><p>
Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers</p></li><li><p>
Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions</p></li><li><p>
Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients&rsquo; businesses, strategic objectives, operational priorities, and financial positions</p></li><li><p>
Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group</p></li><li><p>
Collaborate and consult with peers, colleagues, and managers to resolve client issues while achieving business objectives, helping clients navigate Wells Fargo&rsquo;s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements</p></li><li><p>
Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems</p></li><li><p>
Support business development in sourcing new Commercial Banking clients, by cultivating relationships through existing networks</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
 2+ years of Commercial Banking Relationship Management or Credit Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</p></li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li><p>
Bachelor's degree in finance, accounting or related business degree</p></li><li><p>
Completion of Commercial Banking Financial Analyst Program</p></li><li><p>
Commercial account relationship management experience</p></li><li><p>
Intermediate knowledge and understanding of core banking products: deposits, commercial credit, and treasury</p></li><li><p>
Basic understanding of financial accounting</p></li><li><p>
Foundational ability to interpret financial statements, summarize findings and structure credit transactions</p></li><li><p>
Experience with underwriting moderately complex credit and debt structure</p></li><li><p>
Excellent verbal, written, and interpersonal communication skills</p></li><li><p>
Effective time management and organization skills</p></li><li><p>
Ability to work in a fast-paced deadline driven environment</p></li><li><p>
High level of initiative and accountability Proactive, persistent, organized, and results oriented</p></li><li><p>
Sound problem solving and decision-making skills</p></li><li><p>
Comprehensive knowledge and understanding of Risk Management</p></li><li><p>
Ability to represent Wells Fargo with confidence, positive energy, and clear communication in the marketplace</p></li><li><p>
Ability to build and maintain productive working relationships with internal partners</p></li><li><p>
Intermediate Microsoft Office skills</p></li></ul><p></p><p><b>
Job expectations:</b></p><ul><li><p>
Ability to attend 4 training sessions in Charlotte, NC during the 2-year program</p></li><li><p>
This position is not eligible for Visa sponsorship</p></li><li><p>
This position offers a hybrid work schedule; 4 days in office, one day remote</p></li><li><p>
Relocation assistance may be available for this program</p></li><li><p>
Ability to travel up to 10% of the time</p></li><li><p>
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</p></li></ul><p></p><p><b>
Location:</b></p><ul><li><p>
10 S Wacker Dr - Chicago, IL 60606</p></li></ul><p></p><p>
Chicago - Pay Range: $110,000-$110,000</p><p></p><p><b>
Pay Range</b></p><p><br>
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.</p><p></p><p>
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).</p>
$96,000.00 - $132,000.00<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Benefits
</b></p><p></p><p>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.</p><ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p><b>
Posting End Date:</b></p><p></p>
3 Aug 2026<ul><li><b><i>Job posting may come down early due to volume of applicants.</i></b></li></ul><p></p><p><b>
We Value Equal Opportunity</b></p><p></p><p>
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.</p><p></p><p>
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&rsquo;s risk appetite and all risk and compliance program requirements.</p><p></p><p><b>
Applicants with Disabilities</b></p><p></p><p>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.</p><p></p><p><b>
Drug and Alcohol Policy</b></p><p></p><p><br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.</p><p></p><p><b>
Wells Fargo Recruitment and Hiring Requirements:</b></p><p></p><p>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.</p><p>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</p></div><p></p>

Associate Relationship Manager

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