Senior Wealth Management Banking Coordinator (SAFE)

Wells Fargo Bank•Los Angeles, CA

1d•Hybrid

About The Position

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Legal Specialty Group in Private Wealth in Banking, Lending and Trust. In this role, you will support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities. You will 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, and develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers. You may have accountability over basic accounts. You will 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, and work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support. You will interpret policies, procedures, and compliance requirements, potentially provide work direction and training to less experienced associates, and collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. You will 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.

Requirements

2+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience interpreting policies, procedures, and compliance requirements
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.
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.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

Nice To Haves

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
Knowledge of how to interpret trust documents and business formation documents
Ability to develop and manage clients and business relationships

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