Senior Wealth Management Banking Coordinator (SAFE)

About this role:Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Legal Specialty Group with Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com.In this role, you will:Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple prioritiesAssist in providing service to Private Banking client relationshipsInteract with clients to help identify client retention issues as well as potential new business opportunities across product linesDevelop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accountsPrepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing effortsResearch and resolve operational issues related to complex accountsWork with centers, offices, and stores to execute daily transactions for bankers in sales and credit supportInterpret policies, procedures, and compliance requirementsPotentially provide work direction and training to less experienced associatesCollaborate and consult with peers, colleagues and managers to resolve issues and achieve goalsInteract with internal customersReceive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirementsThis 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 belowRequired Qualifications:2+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Experience in Wealth Management/Private BankingKnowledge 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 environmentExperience interpreting policies, procedures, and compliance requirementsKnowledge of how to interpret trust documents and business formation documentsAbility to develop and manage clients and business relationshipsSolid 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 with work independently with minimal supervision in a structured environmentIntermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skillsExcellent verbal, written, and interpersonal communication skillsAbility to provide strong customer service while balancing the needs of clients, shareholders, and team membersStrong telephone etiquette skillsStrong attention to detail and accuracy skillsAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentJob Expectations:This position offers a hybrid work scheduleThis position is not eligible for Visa sponsorshipThis 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 ( 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 necessaryPosting End Date: 16 Aug 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: DALLAS, TXType: Full time