This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs. This role manages the end‑to‑end delivery of the full custom loan product suite—including specialized and bespoke lending structures—while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills. The Custom Credit Banker partners closely with the Customer Relationship Group (CRG) to assess client needs, develop customized credit strategies, negotiate and close lending opportunities, and deliver compelling presentations to prospects, centers of influence, and internal partners. The role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. This role will cover WIM’s Western Markets.
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
Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area
Requirements:
7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire
Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business
Compliance with state law registration and licensing requirements is mandatory
In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
Additional requirements include meeting enhanced financial fitness and criminal background standards
Nice to have:
Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients
Strong credit acumen with demonstrated ability to design bespoke lending solutions
Private Banking, Corporate Banking or Commercial Banking experience
Excellent sales and relationship management skills
Strong credit risk experience
Knowledge of traditional banking products
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
A Master's degree or higher
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance