Associate Wealth Banking Specialist (SAFE)

About the role

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. This role involves managing and servicing a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services. Responsibilities include reviewing and analyzing client financial goals, assisting in providing service to Affluent Banking client relationships, and collaborating with peers and colleagues to resolve routine issues.

Responsibilities

• Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
• Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
• Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
• Affiliate in providing service to Affluent Banking client relationships
• Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
• Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
• Research and resolve operational issues related to complex accounts
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures related to low to medium risks and deliverables

Requirements

• 6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in Wealth Management or Retail Banking
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
• Experience working with Affluent client relationship portfolio, in lending, credit and deposit products and services
• Experience reviewing and analyzing client financial goals and presenting recommendations
• Ability to develop and manage clients and business relationships
• Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPR, Salesforce
• Intermediate Microsoft Office (Teams, Word, Excel, Outlook and PowerPoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
• Strong telephone etiquette skills
• Strong attention to detail and accuracy skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Qualifications

• Must meet the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
• Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies

Pay Range

$72,000.00 - $109,000.00

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement