Wells Fargo
Financial Services
SeniorWealthBankingSpecialist(SAFE)
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Wealth Banking Specialist (SAFE) at Wells Fargo. Skills: Wealth Management, Banking, Client Relationship Management, Risk Management. Manage client relationship portfolio. Service client relationship portfolio”
What You'll Achieve.
Meet client experience goals
Industry & Context.
Independent judgment decisions; Issue resolution
Customer contact, Dwelling secured transaction, SAFE registration, Loan Originator requirements, Credit report assessment, Ongoing regulatory requirements, Additional screening
What They're Looking For.
Must Have
4+ years affluent banking experience, 4+ years commercial banking experience, 4+ years consumer banking experience, 4+ years mortgage banking experience, 4+ years private banking experience, SAFE registration at employment
Nice to Have
BS in Business or equivalent, Experience in Wealth Management, Experience in Retail Banking, Experience in Private Banking, Experience with affluent client portfolios, Experience in lending products, Experience in credit products, Experience in cash products, Experience in deposit products, Ability to develop client relationships, Ability to manage client relationships, Ability to manage business relationships, Ability to manage referral relationships, Experience reviewing client financial goals, Experience analyzing client financial goals, Experience presenting recommendations, Knowledge of business formation documents, Intermediate Microsoft Office skills, Solid technical skills, Ability to learn systems, Ability to navigate systems, Ability to utilize search tools, Ability to prioritize work, Ability to meet deadlines, Ability to achieve goals, Ability to work under pressure, Ability to make timely decisions, Ability to make independent decisions, Ability to work within a team, Ability to build working relationships, Ability to take initiative, Ability to work independently, Ability to work with minimal supervision, Knowledge of opening new deposit accounts, Knowledge of account maintenance, Knowledge of processing, Knowledge of Know Your Customer, Knowledge of Technical Exceptions, Ability to provide customer service, Ability to balance client needs, Ability to balance shareholder needs, Ability to balance team member needs
What You'll Do.
Manage client relationship portfolio
Service client relationship portfolio
Identify service improvement opportunities
Participate in training exercises
Participate in calibration exercises
Review client financial goals
Analyze client financial goals
Make financial recommendations
Develop expertise in market conditions
Cascade best practices
Coordinate with banking teams
Coordinate with internal teams
Ensure clients are in correct banking product
Consult with colleagues
Consult with managers
Resolve complex issues
Build knowledge of policies
Build knowledge of procedures
Escalate best practices
Maintain risk management
Make sound risk decisions
Make sound operational decisions
Resolve complex issues independently
Ensure client experience goals are met
Create product training
Deliver product training
Create banking process training
Deliver banking process training
Offer dwelling secured transactions
Negotiate dwelling secured terms
Take dwelling secured applications
Meet Loan Originator requirements
How You'll Work.
Team & Collaboration
Broader banking teams; Internal teams; Financial Advisors; Peers and colleagues; Relationship team members; Client's advisors; Colleagues across business channels; Management at all levels
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Full Job Description
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 (wellsfargojobs.com)](https://www.wellsfargojobs.com/)**.** **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 expe
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