Wells Fargo Bank Jobs – Senior Wealth Management Banking Coordinator

Job Description:

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE)…

Job Responsibilities:

• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• 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
• 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
• Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
• Interpret policies, procedures, and compliance requirements
• Support more experienced level Wealth Management Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
• Assist in providing service to Wealth and Private Banking client relationships
• Potentially provide work direction and training to less experienced associates
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Job Requirements:

• Experience in Wealth Management Banking, experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• SVP and Customer Service Experience
• 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Portland, OR, US

Application Deadline: N/A

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