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Senior Wealth Management Banking Coordinator (SAFE)

  • Client Management
  • Full time
  • R-218806

About this role:

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) as part of Wealth Investment Management (WIM) organization. Learn more about the career areas and lines of business at  wellsfargojobs.com .


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
  • 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
  • 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:

  • 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience in Wealth Management/Private Banking
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of opening new deposit or loan accounts for retail and commercial customers
  • Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members

Job Expectations:

  • 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

May be considered for discretionary bonus  
Required location(s) listed above. Relocation assistance is not available for this position. This position is not eligible for a Visa sponsorship.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.


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