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Senior Wealth Management Banking Coordinator

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Los Angeles

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Category:
Banking

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Contract Type:
Not provided

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Salary:

34.62 - 52.40 USD / Hour
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Job Description:

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Legal Specialty Group in Private Wealth in Banking, Lending and Trust.

Job Responsibility:

  • Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
  • 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
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction

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/Private Banking
  • Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC’s and Technical Expectations (TE)
  • 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, applications, and utilize search tools to find information in Salesforce, SVP, Client link, TMT, DIPR
  • Ability to take initiative with work independently with minimal supervision in a structured environment
  • Intermediate Microsoft Office (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
  • This position requires SAFE registration at the time of employment
  • Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • Must meet applicable financial responsibility, character, general financial fitness and criminal background standards
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:
March 04, 2026

Expiration:
March 08, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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