CrawlJobs Logo

Associate Wealth Banking Specialist

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Frontenac

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. In this role, you will manage and service a routine and low complexity affluent client relationship portfolio.

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, 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

Requirements:

  • 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
  • This position requires SAFE registration at the time of employment
  • 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

Nice to have:

  • 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, Salesforce
  • 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

Additional Information:

Job Posted:
January 29, 2026

Expiration:
February 08, 2026

Employment Type:
Fulltime
Icon
Wells Fargo - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Associate Wealth Banking Specialist

New

Associate Wealth Banking Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...
Location
Location
United States , Boston
Salary
Salary:
72000.00 - 109000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
January 30, 2026
Flip Icon
Requirements
Requirements
  • 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
Job Responsibility
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, 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
What we offer
What we offer
  • 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
  • Fulltime
!
Read More
Arrow Right

Associate Specialist, Lending, UK/EMEA

You will be a core member of the SFS team responsible for loans originated in th...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
sothebys.com Logo
Sotheby's
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required
  • 3+ years of professional experience ideally in client-facing lending, wealth management, banking or similar role with a focus on sales and relationship building and management
  • Charisma, professional demeanor, and a natural ability to connect with others internally and externally
  • Solution-oriented and self-directed mindset and work approach with a bias towards action
  • Strong logical and analytical skills
  • Strong written and oral communication abilities
Job Responsibility
Job Responsibility
  • Proactively source new lending opportunities by partnering with Sotheby’s relationship managers and other internal stakeholders
  • Analyze client’s needs and objectives through the review of qualitative and quantitative data, synthesizing an engagement strategy and initiating internal discussions about the opportunity
  • Develop pitch book presentations and proposals to explain industry trends, discuss client options and recommend innovative strategies to meet client goals
  • Tailor lending solutions to ensure that client’s needs are optimized for while meeting return and risk requirements
  • Participate in structuring and negotiating transactions, coordinating the preparation of lending documentation and transaction execution
  • As you progress in this role, you will build on a base of expertise to assume responsibility for client relationships and serve as the primary client liaison within SFS
  • Work collaboratively with executive management to identify and execute new growth initiatives
  • Partner with senior lending specialists to guide clients through the financing process
  • Participate in client negotiations from initial lead stage through final deal terms negotiation
  • Facilitate the creation of origination proposals and supporting financial analytics
Read More
Arrow Right

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
  • Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
  • 3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
  • Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
  • Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
  • Excellent communication, organization, and analytical skills
  • Demonstrated ability to challenge existing processes constructively and support continuous improvement
  • Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
  • English fluency (written and spoken) required
Job Responsibility
Job Responsibility
  • Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
  • Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
  • Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
  • Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
  • Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
  • Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
  • Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
  • Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
  • Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
  • Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable
What we offer
What we offer
  • Paid Parental Leave Program (maternity and paternity leave)
  • A supportive workplace for professionals returning to the office from childcare leave
  • Award-winning pension plan
  • multisport
  • holiday allowance
  • Private Medical Care Program
  • Group Life Insurance
  • Consideration for annual discretionary bonus
  • Employee Assistance Program
  • Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
  • Fulltime
Read More
Arrow Right

Associate Director - Priority Private Banking

Location
Location
Singapore , Singapore River
Salary
Salary:
9000.00 - 18000.00 SGD / Month
https://www.randstad.com Logo
Randstad
Expiration Date
March 02, 2026
Flip Icon
Requirements
Requirements
  • University-level education, preferably in finance, business, or a related field
  • >6 years of experience in a client-facing environment within banking with strong relationship-building skills
  • Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills
  • A strong understanding of financial markets and a genuine interest in staying informed
  • Independent mindset with the ability to perform effectively under pressure
  • Relevant CMFAS certificates
Job Responsibility
Job Responsibility
  • Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients
  • Oversee the total wealth of clients, matching financial and investment product solutions to their needs
  • Demonstrate a genuine interest in customers, helping them achieve their financial goals
  • Collaborate with Product Specialists to provide advanced technical support and address multiple client needs
  • Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary
Read More
Arrow Right

Director, Global Indian Team Lead, Private Bank

Join Relationship Management, to build and maintain relationships with customers...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
  • To manage a business function, providing significant input to function wide strategic initiatives
Job Responsibility
Job Responsibility
  • Establish and nurture profitable partnerships with both corporate and individual clients
  • Be the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success
What we offer
What we offer
  • Structured approach to hybrid working
  • Supportive and inclusive culture and environment
  • Commitment to providing a supportive and inclusive culture and environment
  • Office is carefully designed to optimise the well-being of our colleagues
  • Integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area
  • Fulltime
Read More
Arrow Right

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
275000.00 - 450000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions as well as managerial experience
  • CFA, MBA degree or other advance degree a plus
  • Demonstrable track record in managing a business P&L
  • Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
  • Relevant qualifications and registrations for the country of employment
  • Bachelor's/University degree, Master's degree preferred
  • Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
  • the capacity to effectively engage and influence business partners and navigate through a complex global organization
  • and the ability to attract, develop and retain talent
Job Responsibility
Job Responsibility
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
  • Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
  • Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
  • Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
  • Provide leadership as the “Face” of the Investments business to all clients in the region
  • Manages a large team of investment professionals including Investment Counsellors and Product Specialists
  • Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
  • Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
  • Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
  • In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets
  • Fulltime
Read More
Arrow Right
New

Service Manager

We are seeking an experienced Service Manager to provide operational leadership ...
Location
Location
United Kingdom , Carlisle
Salary
Salary:
42500.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience managing multiple services within health and social care
  • Strong working knowledge of CQC regulations, safeguarding, and risk management
  • Experience supporting individuals with autism, learning disabilities, and complex needs
  • Confident leader with excellent communication and organisational skills
  • Able to work autonomously while contributing to wider organisational goals
  • Full UK driving licence and willingness to travel within the region and as the business needs
Job Responsibility
Job Responsibility
  • Provide operational oversight and leadership across multiple services within your area
  • Ensure high-quality, person-centred support and full CQC compliance
  • Lead, supervise, and develop Service Supervisors and Support Workers
  • Carry out quality audits, service visits, and implement improvement plans
  • Act as safeguarding lead and provide oversight for complex care needs
  • Build strong relationships with individuals, families, commissioners, and professionals
  • Manage KPIs, staffing, rotas, budgets, and participate in the on-call rota
What we offer
What we offer
  • Paid holiday
  • pension enrolment
  • sick pay
  • Ongoing training and development
  • Career progression opportunities
  • £250 Refer-a-Friend bonus
  • Fulltime
Read More
Arrow Right
New

Technical System & Data Architect

Technical System & Data Architect – Data Flows, Data Mapping & Data Structures –...
Location
Location
United Kingdom , Central London
Salary
Salary:
Not provided
eutopiaonline.com Logo
GE Vernova
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience as a Technical, System and/or Data Architect with evidence of creating, implementing, maintaining and ensuring adherence to enterprise data, database & applications architectural standards
  • Strong knowledge of EA frameworks (TOGAF ideal)
  • Comfortable navigating BPMN Agile & Waterfall methodologies
  • Experience of systems, data, relational databases and the data flow, data mapping & data structures between different applications & systems within a financial services / banking or trading environment
  • Experience in some or one of the following: oil industry, commodity trading, CTRM / ECTRM, OrbusInfinity, iServer, Low Code Platforms and/or financial services
  • Excellent stakeholder management & communication
  • Ability to balance design rigour with pragmatic delivery
Job Responsibility
Job Responsibility
  • Set enterprise data, database & applications architectural standards
  • Shape multi-year roadmaps
  • Identify and reduce technical debt
  • Define clear current-state and target-state architectures
  • Guide system selection
  • Champion innovation (including AI and automation)
  • Resolve technical challenges
  • Provide technical leadership to delivery teams
  • Translate complex requirements into robust, pragmatic architectural designs
  • Ensure compliance, resilience and long-term strategic alignment
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy