Senior Wealth Management Banking Coordinator, Wells Fargo

Wells Fargo

Location:
United States, New York ▼
Paramus

Category:
Banking

Contract Type:
Employment contract

Salary:

34.62 - 52.40 USD / Hour

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Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust.

Job Responsibility:

Manage and service a routine and low complexity Affluent client relationship portfolio, in lending, credit and deposit products and services
Assist in providing service to Private Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
Interpret policies, procedures, and compliance requirements
Potentially provide work direction and training to less experienced associates
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Provide information and 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
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements:

4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in Wealth Management or Retail Banking
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
Experience in a support role within a banking environment
Experience working with Affluent client relationship portfolio, in lending, credit and deposit products and services
Experience reviewing and analyzing client financial goals and presenting recommendations
Experience interpreting policies, procedures, and compliance requirements
Knowledge of how to interpret business formation documents
Ability to develop and manage clients and business relationships
Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPER
Ability to take initiative with work independently with minimal supervision in a structured environment
Intermediate Microsoft Office (Teams, Word, Excel, Outlook and PowerPoint) skills
Excellent verbal, written, and interpersonal communication skills
Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
Strong telephone etiquette skills
Strong attention to detail and accuracy skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

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 01, 2025

Expiration:
August 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Management Banking Coordinator

Wells Fargo

Location:United States, New York ▼Paramus

Category:Banking

Contract Type:Employment contract