Associate Wealth Banking Specialist, Wells Fargo

Wells Fargo

Location:
United States, Los Angeles

Category:
Banking

Contract Type:
Employment contract

Salary:

72000.00 - 109000.00 USD / Year

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Job Description:

Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust at Wells Fargo, responsible for managing and servicing affluent client relationships in lending, credit, and deposit products while developing client relationship management skills and ensuring compliance with banking regulations.

Job Responsibility:

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
Develop a working knowledge of changing market conditions
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues and potential new business opportunities
Prepare preliminary client correspondence and customized professional client presentation materials
Research and resolve operational issues related to complex accounts
Provide information and coordinate with broader banking and internal teams
Collaborate and consult with peers, colleagues, and managers to resolve routine issues
Maintain effective risk management through routine education and sound risk decision making

Requirements:

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience
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
Ability to take initiative with work independently with minimal supervision
Intermediate Microsoft Office (Teams, Word, Excel, Outlook and PowerPoint) skills
Excellent verbal, written, and interpersonal communication skills
Ability to provide strong customer service
Strong telephone etiquette skills
Strong attention to detail and accuracy skills
Ability to work effectively in a team environment
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure

Nice to have:

Experience in Wealth Management or Retail Banking
Knowledge and understanding of opening new consumer & business deposit accounts
Experience working with Affluent client relationship portfolio
Experience reviewing and analyzing client financial goals
Knowledge of how to interpret business formation documents

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 04, 2025

Expiration:
October 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Associate Wealth Banking Specialist