Principal Custom Credit Banker, Wells Fargo

Wells Fargo

Location:
United States, Beverly Hills

Category:
Banking

Contract Type:
Employment contract

Salary:

250000.00 - 420000.00 USD / Year

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Job Description:

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services.

Job Responsibility:

Actively market custom lending solutions across the Wells Fargo Platform
Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients
Structure credit opportunities and negotiate deal terms directly with clients
Present to deals to Independent Risk Management, along with underwriting teams, for final approval
Assist with recruiting of new Financial Advisors including reviewing credit opportunities within their book of work

Requirements:

10+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Private Banking, Corporate Banking or Commercial Banking experience
Custom and Commercial lending experience
Excellent sales and relationship management skills
Credit risk experience
Knowledge of traditional banking products
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

Nice to have:

Private Banking, Corporate Banking or Commercial Banking experience
Custom and Commercial lending experience
Excellent sales and relationship management skills
Credit risk experience
Knowledge of traditional banking products
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

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
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 05, 2025

Expiration:
August 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Principal Custom Credit Banker