Wealth Banking Specialist (SAFE)

Wells Fargo & Company • Frisco, TX

1d • Hybrid

About The Position

Wells Fargo is seeking a talented Wealth Banking Specialist (SAFE) within its Wealth Investment Management division, specifically in Banking, Lending, and Trust. This role is for individuals who prioritize customer needs and contribute to building a better Wells Fargo.

Requirements

• 2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 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
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
• 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
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

Nice To Haves

• Experience in Wealth Management, Retail or Private Banking
• Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
• Ability to manage clients, business and referral relationships
• Experience reviewing and analyzing client financial goals and presenting recommendations
• Knowledge of how to interpret business formation documents
• Knowledge and understanding 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
• Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
• Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
• Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT, DIPR, Salesforce)
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Excellent verbal, written, and interpersonal communication skills
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Collaborate effectively with relationship team members, client advisors and other colleagues
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships

Responsibilities

• Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
• Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
• Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
• Proactively 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
• Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures
• Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures exercising independent judgment to guide medium risk deliverables
• Ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees