Senior Wealth Management Banking Coordinator (SAFE)

Learn more about Wells Fargo’s areas and lines of business at wellsfargojobs.com.

About the role

In this role, you will:

• Support more experienced Private Bankers with account administration, sales activities, risk management, and relationship management, balancing multiple priorities.
• Assist in providing service to Private Banking client relationships.
• Interact with clients to identify retention issues and potential new business opportunities across product lines.
• Develop product knowledge and basic client relationship management skills to meet financial needs; may have accountability over basic accounts.
• Prepare preliminary client correspondence and customized professional presentation materials to support sales and marketing efforts.
• Research and resolve operational issues related to complex accounts.
• Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support.
• Interpret policies, procedures, and compliance requirements.
• Potentially 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 knowledge of function, policies, procedures, and compliance requirements.

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. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Requirements

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

Qualifications

• Experience in Wealth Management/Private Banking.
• Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC's, and Technical Expectations (TE).
• Experience in a support role within a banking and trust environment.
• Experience interpreting policies, procedures, and compliance requirements.
• Knowledge of how to interpret trust documents and 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 Salesforce, SVP, Client link, TMT, DIPR.
• Ability to take initiative and work independently with minimal supervision in a structured environment.
• 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.

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 provides the MU4R questions and registration required for employment in this position.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements, including additional screening if necessary.