Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) to manage and service a routine and low complexity affluent client relationship portfolio. The role involves analyzing client financial goals, providing recommendations, and collaborating with internal teams to meet client needs. Responsibilities - Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services - Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client - Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms - Assist in providing service to Affluent Banking client relationships - Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines - Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts - Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts - Research and resolve operational issues related to complex accounts - Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements - 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 - 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 - 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 - 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 Skills - 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 - 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 - Knowledge of how to interpret business formation documents - 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 - 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 Benefits - 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 Company Overview - Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services. It was founded in 1852, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is http://www.wellsfargo.com.