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.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

• 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• 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 environmen

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com .

In this role, you will:

• 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
• 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. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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