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Senior Private Banking Operations Specialist

2 months ago

Seattle, Washington, United States WELLS FARGO BANK Full time
About Wells Fargo:
At Wells Fargo, we prioritize our customers in every aspect of our operations. We are committed to fostering a diverse, equitable, and inclusive environment where every employee feels valued and inspired.

Position Overview:
We are currently seeking a Senior Wealth Management Banking Coordinator within our Banking, Lending, and Trust division. This role is pivotal in supporting our Private Bankers and enhancing client relationships.

Key Responsibilities:
  • Assist seasoned Private Bankers with account management, sales initiatives, risk assessment, and relationship cultivation, while effectively managing multiple priorities.
  • Facilitate exceptional service for Private Banking clientele.
  • Engage with clients to identify retention challenges and explore new business avenues across various product offerings.
  • Develop a comprehensive understanding of our products and foundational client relationship management skills to address customer financial needs.
  • Prepare initial client communications and tailored professional presentation materials to bolster sales and marketing efforts.
  • Investigate and resolve operational challenges related to intricate accounts.
  • Collaborate with various departments to ensure seamless execution of daily transactions for bankers in sales and credit support.
  • Interpret and adhere to policies, procedures, and compliance standards.
  • Potentially mentor and guide less experienced team members.
  • Work collaboratively with peers, colleagues, and management to resolve issues and achieve objectives.
  • Engage with internal stakeholders.
  • Receive guidance from leadership while exercising independent judgment to understand functions, policies, and compliance standards.
  • This position involves customer interaction and may include negotiating terms and processing applications for secured transactions, necessitating compliance with relevant regulations.
Required Qualifications:
  • A minimum of 4 years of experience in Wealth Management Banking or equivalent demonstrated through a combination of work experience, training, military service, or education.
Desired Qualifications:
  • Proven experience in Wealth Management or Private Banking.
  • Understanding of the processes involved in opening and maintaining consumer and business deposit accounts, including KYC and TE.
  • Experience in a support capacity within a banking and trust framework.
  • Ability to interpret policies, procedures, and compliance requirements effectively.
  • Knowledge of trust and business formation documentation.
  • Capability to build and manage client relationships.
  • Proficient technical skills to navigate various computer systems and applications.
  • Ability to work independently with minimal supervision in a structured environment.
  • Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Exceptional verbal, written, and interpersonal communication skills.
  • Strong customer service orientation while balancing the needs of clients and team members.
  • Attention to detail and accuracy.
  • Ability to collaborate effectively across all organizational levels.
  • Strong prioritization skills to meet deadlines and work under pressure in a dynamic environment.
Job Expectations:
  • This position requires registration under the SAFE Act upon employment. Compliance with all regulatory requirements is mandatory.
Compensation and Benefits:
Wells Fargo offers a competitive compensation package, including health benefits, a 401(k) plan, paid time off, and various insurance options.

Diversity and Inclusion:
Wells Fargo is committed to diversity and inclusion in the workplace, welcoming applications from all qualified candidates without regard to protected characteristics.