Wells Fargo
Associate Wealth Banking Specialist (SAFE)
PORTLAND, OR · Contract
H1B sponsorship availableDetected 1 day ago
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42Risky
Cap-exempt (no lottery)0
Sponsors this role100
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the 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.
- Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Responsibilities
- Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
- Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
- Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
- Collaborate and consult with peers, colleagues, and managers to resolve routine issues and achieve goals, while building a strong knowledge of internal policies and procedures
- Help us build a better Wells Fargo.
Requirements
- Experience in Wealth Management or Retail Banking
- Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
- Experience working with Affluent client relationship portfolio, in lending, credit and deposit products and services
- Experience reviewing and analyzing client financial goals and presenting recommendations
- Experience interpreting policies, procedures, and compliance requirements
- Ability to take initiative with work independently with minimal supervision in a structured environment
- Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
- Ability to develop and manage clients and business relationships
- Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPR, Salesforce
- Intermediate Microsoft Office (Teams, Word, Excel, Outlook and PowerPoint) skills
- Excellent verbal, written, and interpersonal communication skills
- Strong telephone etiquette skills
- Strong attention to detail and accuracy skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Benefits
- Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures related to low to medium risks and deliverables
Company info
- At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.
- 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.
- Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Visa & Work Authorization
- This position is not eligible for Visa sponsorship
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This listing is sourced directly from Wells Fargo's careers page and normalized into a canonical job model.