Senior Wealth Banking Specialist (SAFE)

About the role

Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust.

Learn more about the career areas and business divisions at wellsfargojobs.com.

Responsibilities

• Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services.
• Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division.
• Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client.
• Develop and exercise expertise in the changing market conditions and cascade across the division the best practices.
• Proactively 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 moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division.
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues.
• Take part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals.

Requirements

• 4+ years 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.

Desired 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 how to interpret business formation documents.
• Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills.
• Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR).
• Able 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 while working in a fast-paced and results-driven environment.
• Collaborate effectively with relationship team members, client's advisors and other colleagues.
• Work effectively within a team and build strong working relationships across business channels and at all levels of management.
• Work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships.
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE).