Associate Wealth Banking Specialist (SAFE)

Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust with Wealth and Investment Management.

In this role, you will:

1. Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
2. Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
3. Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
4. Assist in providing service to Affluent Banking client relationships
5. Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
6. Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
7. Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
8. Research and resolve operational issues related to complex accounts
9. Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
10. 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
11. 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
12. 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
13. 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:

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

Desired Qualifications:

• 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
• 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, Salesforce
• Experience partnering with Financial Advisors and Private Wealth teams to deliver comprehensive banking and wealth management solutions for high net worth (HNW) and ultra high net worth (UHNW) clients
• 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

Job Expectations:

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship
• This 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 ( provides 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 necessary

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$72,000.00 - $109,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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