Senior Wealth Banking Specialist (SAFE)

Wells Fargo is seeking a Senior Wealth Management Banking Specialist in Wealth Investment Management, focusing on Banking, Lending, and Trust services.

About the role

In this position, you will manage and service a moderately complex portfolio of affluent and high-net-worth client relationships, specializing in lending, credit, and deposit products and services.

Responsibilities

• Proactively identify service improvement opportunities for affluent and high-net-worth client relationships, including participating in training and calibration exercises across the division.
• Review and analyze client financial goals and changing needs, making recommendations tailored to client needs.
• Develop and exercise expertise in changing market conditions and cascade best practices across the division.
• Coordinate with broader banking and internal teams (e.g., Financial Advisors) to ensure clients are in the correct banking products based on their financial activity.
• Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues, build knowledge of internal policies, and escalate best practices.
• Maintain effective risk management through routine education, sound operational decision-making, and adherence to policies to resolve moderately complex issues independently.
• Ensure client experience goals are met by participating in the creation and delivery of product and banking process training aligned with business objectives.

This SAFE position involves customer contact and job duties that may include offering, negotiating, or taking applications for dwelling-secured transactions. Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment is contingent upon meeting these requirements, including acceptable background investigation results.

Requirements

• 4+ years of experience in affluent banking, commercial banking, consumer banking, mortgage banking, or private banking, or equivalent demonstrated through work experience, training, military experience, or education.

Qualifications

• BS degree in Business or equivalent.
• Experience in Wealth Management, Retail, or Private Banking.
• Experience working with affluent client relationship portfolios in lending, credit, cash, and deposit products and services.
• Ability to develop and manage clients, business, and referral relationships.
• Experience reviewing and analyzing client financial goals and presenting recommendations.
• Knowledge of interpreting business formation documents.
• Intermediate Microsoft Office (Teams, Outlook, Word, Excel, PowerPoint) skills.
• Technical skills to learn and navigate multiple computer systems, applications, and search tools (e.g., SVP, CRM, Client Link, TMT, or DIPR).
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to make timely and independent judgment decisions in a fast-paced, results-driven environment.
• Collaborate effectively with relationship team members, client advisors, and colleagues.
• Ability to work effectively within a team and build strong working relationships across business channels and management levels.
• Self-motivated with the ability to take initiative and work independently with minimal supervision.
• Knowledge and understanding of opening new consumer and business deposit accounts, account maintenance, processing, Know Your Customer (KYC), and Technical Exceptions (TE).
• Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members.

Job Expectations

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the registration process immediately after your employment start date.
• Individuals in Loan Originator (LO) positions must meet Consumer Financial Protection Bureau qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess financial responsibility, though a credit score is not part of the evaluation.
• Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.
• Specific compliance policies may apply regarding outside activities and/or personal investing. Affected employees must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements.

This position is not eligible for visa sponsorship.

Locations

• 550 S Tryon St - Charlotte, North Carolina 28202
• 190 Biltmore Ave - Asheville, North Carolina 28801
• 320 Broad St - Charleston, South Carolina 29401
• 15 S Main - Greenville, South Carolina 29601
• 400 Merchant St - Hilton Head Island, South Carolina 29926