Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) to manage and service a routine and low complexity affluent client relationship portfolio. The role involves analyzing client financial goals, providing recommendations, and collaborating with internal teams to meet client needs.

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
• Assist 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
• Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results

Skills

• 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
• 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 working with Affluent client relationship portfolio, in lending, credit and deposit products and services
• 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, DIPR
• Ability 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

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Company Overview