Associate Wealth Banking Specialist (SAFE)
Wells Fargo · Bloomington, Illinois, 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 an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com . 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...