Wealth Banking Specialist (SAFE)

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 Wealth 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 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 bu...