Senior Wealth Banking Specialist (SAFE

Position: Senior Wealth Banking Specialist (SAFE)
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo ().In this role, you will:

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

Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

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

Required Qualifications:

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 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, Salesforce)
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 while working in a fast-paced and results-driven environment

Collaborate effectively with relationship team members, client’s advisors and other colleagues

Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management

Ability to take initiative with work independently with minimal supervision:
Self-motivated: ability to proactively execute strategies to deepen and broaden…