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Senior Wealth Banking Specialist (SAFE)

Wells Fargo · Reno, Nevada, US

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all b...

Job description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) . In this role, you will: - Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services - Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division - Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client - Develop and exercise expertise in the changing market conditions and cascade across the division the best practices - Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to e...