Wealth Banking Specialist (SAFE)
Los Angeles, California, United States of America
Full Time
2 weeks ago
$82,000 - $125,000 USD
No H1B
Key skills
Risk ManagementDecision Making
About this role
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. In this role, you will manage and service a portfolio of affluent client relationships, providing tailored banking solutions and ensuring compliance with regulatory requirements.
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
- 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