Wealth Banking Specialist, Wells Fargo

Wells Fargo

Location:
United States, Los Angeles ▼
Bakersfield
Beverly Hills
San Francisco
Seattle

Category:
Banking

Contract Type:
Employment contract

Salary:

75000.00 - 125000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust to manage and service affluent client relationships, analyze client financial goals, and collaborate with internal teams to ensure clients are in correct banking products based on their financial activity.

Job Responsibility:

Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products
Review and analyze client financial goals and changing needs, making recommendations
Maintain a working knowledge of changing market conditions
Proactively coordinate with broader banking and internal teams
Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues
Maintain effective risk management through routine education and sound risk decision making
Ensure client experience goals are met by assisting in development of less tenured staff

Requirements:

2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience
Experience in Wealth Management, Retail or Private Banking
Experience working with affluent client relationship portfolios in lending, credit, cash and deposit products
Ability to manage clients, business and referral relationships
Knowledge of how to interpret business formation documents
Knowledge of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC), wires and Technical Exceptions (TE)
Strong problem solving and conflict resolution skills
Intermediate Microsoft Office skills
Solid technical skills to learn and navigate multiple computer systems
Ability to prioritize work, meet deadlines, achieve goals, 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
SAFE registration required

Nice to have:

Experience reviewing and analyzing client financial goals and presenting recommendations
Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
Ability to take initiative with work independently with minimal supervision
Self-motivated: ability to proactively execute strategies to deepen and broaden relationships

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 08, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Banking Specialist