Senior Wealth Management Banking Coordinator (SAFE)

Wells Fargo•Charlotte, NC

3d•Hybrid

About The Position

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) 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 support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

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