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Senior Wealth Banking Specialist (SAFE)

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Walnut Creek

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

104000.00 - 168000.00 USD / Year
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Job Responsibility:

  • Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
  • Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division
  • Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
  • Develop and exercise expertise in the changing market conditions and cascade across the division the best practices
  • Proactively 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 moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division
  • Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues
  • Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

Requirements:

  • 4+ years 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
  • BS in Business or equivalent
  • Experience in Wealth Management, Retail or Private Banking
  • Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
  • Ability to develop and manage clients, business and referral relationships
  • Experience reviewing and analyzing client financial goals and presenting recommendations
  • Knowledge of how to interpret business formation documents
  • Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
  • Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR, Salesforce)
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Collaborate effectively with relationship team members, client’s advisors and other colleagues
  • Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
  • Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships
  • Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
  • Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
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:
May 17, 2026

Expiration:
May 28, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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