Wells Fargo

Financial Services

SeniorWealthBankingSpecialist(SAFE)

$104–168k Corte Madera, California, United States FULL TIME Remote Friendly
The Brief

“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.

Financial Services
Problems you'll solve

Independent judgment decisions; Issue resolution

Eligibility Requirements

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

Free ATS check

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