WIM Wealth Banking Specialist (SAFE)
W
Wells Fargo
📍 BOCA RATON, FL, United States
Job Description
**About this role:**
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**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 c...
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**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 c...