Associate Wealth Banking Specialist (SAFE)

About This Role

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfrakjobs.com.

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
• Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
• 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
• Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
• Collaborate and consult with peers, colleagues, and managers to resolve routine issues and achieve goals, while building a strong knowledge of internal policies and procedures
• 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
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

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

Qualifications

• Desired Qualifications: 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 reviewing and analyzing client financial goals and presenting recommendations, Experience interpreting policies, procedures, and compliance requirements, Knowledge of how to interpret business formation documents, 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, DIPRAbility to take initiative with work independently with minimal supervision in a structured environment, 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, Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Job Expectations

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
• Required Qualifications: 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

Compliance Policies

• Specific compliance policies may apply regarding outside activities and/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

Job Location

Job Location: 14767 North Outer 40 Rd Fl 2 - Chesterfield, Missouri 63017

Posting End Date

Posting End Date: 24 Jul 2026