Senior Wealth Management Banking Coordinator, Wells Fargo

Wells Fargo

Location:
United States, Roanoke ▼
Charlottesville
Richmond

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Wealth Management Banking Coordinator (SAFE) position at Wells Fargo supporting Private Bankers with account administration, sales activities, risk management, and relationship management for banking, lending and trust services.

Job Responsibility:

Support Private Bankers with account administration, sales activities, risk management, and relationship management
Assist in providing service to Private Banking client relationships
Interact with clients to help identify client retention issues and potential new business opportunities
Develop product knowledge and basic client relationship management skills
Prepare preliminary client correspondence and customized professional client presentation materials
Research and resolve operational issues related to complex accounts
Work with centers, offices, and stores to execute daily transactions for bankers
Interpret policies, procedures, and compliance requirements
Provide work direction and training to less experienced associates
Collaborate and consult with peers, colleagues and managers to resolve issues

Requirements:

4+ years of Wealth Management Banking experience or equivalent
Experience in Wealth Management/Private Banking
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC's and TE's
Experience in a support role within a banking and trust environment
Experience interpreting policies, procedures, and compliance requirements
Knowledge of how to interpret trust documents and business formation documents
Ability to develop and manage clients and business relationships
Solid technical skills to learn and navigate multiple computer systems
Ability to take initiative with work independently with minimal supervision
Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Excellent verbal, written, and interpersonal communication skills
Ability to provide strong customer service
Strong telephone etiquette skills
Strong attention to detail and accuracy skills
Ability to work effectively in a team environment
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure

Additional Information:

Job Posted:
September 06, 2025

Expiration:
September 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Management Banking Coordinator

Wells Fargo

Location:United States, Roanoke ▼CharlottesvilleRichmond

Category:Banking

Contract Type:Employment contract