Senior Wealth Banking Specialist, Wells Fargo

Wells Fargo

Location:
United States, LOS ANGELES ▼
CORTE MADERA
IRVINE
LYNNWOOD
PASADENA
SACRAMENTO
SAN FRANCISCO
SEATTLE
TUCSON
WALNUT CREEK

Category:
Banking

Contract Type:
Employment contract

Salary:

87000.00 - 168000.00 USD / Year

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Job Description:

Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Manage and service affluent and high net worth client relationships, provide banking expertise, and ensure excellent client experience.

Job Responsibility:

Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products
Proactively identify service improvement opportunities for affluent and high net worth client relationships
Review and analyze client financial goals and changing needs, making recommendations
Develop and exercise expertise in the changing market conditions and cascade best practices
Proactively coordinate with broader banking and internal teams to ensure clients are in correct banking products
Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues
Maintain effective risk management through routine education and sound decision making
Ensure client experience goals are met by creating and delivering product and banking process training

Requirements:

4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience
SAFE registration at the time of employment
Ability to develop and manage clients, business and referral relationships
Experience working with affluent client relationship portfolios in lending, credit, cash and deposit products
Experience reviewing and analyzing client financial goals and presenting recommendations
Intermediate Microsoft Office skills
Solid technical skills to learn and navigate multiple computer systems
Ability to prioritize work, meet deadlines, and work under pressure
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions
Ability to work effectively within a team and build strong working relationships
Knowledge of opening new consumer & business deposit accounts, account maintenance, processing, KYC and Technical Exceptions
Ability to provide strong customer service

Nice to have:

BS in Business or equivalent
Experience in Wealth Management, Retail or Private Banking
Knowledge of how to interpret business formation documents
Collaborate effectively with relationship team members, client's advisors and other colleagues
Ability to take initiative with work independently with minimal supervision

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:
September 09, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Banking Specialist