Senior Wealth Management Banking Coordinator (SAFE)

About the role

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. This role supports more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities.

Responsibilities

• Support Private Banking client relationships
• Identify client retention issues and potential new business opportunities across product lines
• Develop solid product knowledge and basic client relationship management skills
• Prepare preliminary client correspondence and customized professional client presentation materials
• Research and resolve operational issues related to complex accounts
• Execute daily transactions for bankers in sales and credit support
• Interpret policies, procedures, and compliance requirements
• Provide work direction and training to less experienced associates
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

• 2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Experience in Wealth Management/Private Banking or credit experience
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC's and TE's
• Experience in a support role within a banking and trust environment
• Experience interpreting policies, procedures, and compliance requirements
• 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 (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