Job Description

Associate Wealth Banking Specialist

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. 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.
• Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client.
• Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms.
• Assist in providing service to Affluent 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 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.
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements.
• 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.
• Collaborate and consult with peers, colleagues, and managers to resolve routine issues and achieve goals, while building 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 related to low to medium risks and deliverables.
• 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:

6+ months 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

Job Location:

4655 Executive Dr, SAN DIEGO, CA

5 Park Plz., IRVINE, CA

Salary Range:

SAN DIEGO, CA Pay range $72,000-$109,000 Annually

IRVINE, CA Pay range $72,000-$109,000 Annually

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