Senior Wealth Management Banking Coordinator (SAFE)
Company: Wells Fargo
Location: Atlanta
Posted on: January 27, 2023
Job Description:
At Wells Fargo, we are looking for talented people who will put
our customers at the center of everything we do. We are seeking
candidates who embrace diversity, equity and inclusion in a
workplace where everyone feels valued and inspired. 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 Coordinator (SAFE) position supporting
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 Other locations within the Wealth and
Investment Management HUB footprint may be considered. 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, age, 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.
Keywords: Wells Fargo, Atlanta , Senior Wealth Management Banking Coordinator (SAFE), Accounting, Auditing , Atlanta, Georgia
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