Senior Wealth Management Banking Coordinator (SAFE)
About The Position
Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. This role supports more experienced Private Bankers with account administration, sales activities, risk management, and relationship management, balancing multiple priorities. The coordinator assists in providing service to Private Banking client relationships, interacts with clients to identify retention issues and potential new business opportunities across product lines, and develops product knowledge and client relationship management skills. The position may involve accountability over basic accounts and requires interpreting policies, procedures, and compliance requirements. It also involves collaboration with peers and managers to resolve issues and achieve goals, and potentially providing work direction and training to less experienced associates.
Requirements
- 2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
- Meeting the Loan Originator requirements under Regulation Z (LO)
- SAFE registration at the time of employment
- Meeting Consumer Financial Protection Bureau qualification requirements and complying with related Wells Fargo policies (including financial responsibility, character, general financial fitness and criminal background standards)
Nice To Haves
- Experience in Wealth Management/Private Banking and Credit experience
- Knowledge and understanding of loan origination for individual & business entities, account maintenance, processing, AML & KYC
- Experience in a support role within a Banking, Lending 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 SVP, Client link, TMT
- 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
Responsibilities
- 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
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What This Job Offers
Career Level
Senior
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
