Senior Wealth Banking Specialist (SAFE)

About this role:

Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services

Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division

Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client

Develop and exercise expertise in the changing market conditions and cascade across the division the best practices

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 complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures and escalating best practices identified that can be cascaded across the division

Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues

Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

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 affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

BS degree in Business or equivalent

Experience in Wealth Management, Retail or Private Banking

Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services

Ability to develop and manage clients, business and referral relationships

Experience reviewing and analyzing client financial goals and presenting recommendations

Knowledge of how to interpret business formation documents

Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills

Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT or DIPR)

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Excellent verbal, written, and interpersonal communication skills

Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Collaborate effectively with relationship team members, client’s advisors and other colleagues

Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management

Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships

Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)

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.

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

This position is not eligible for Visa sponsorship.

Locations:

550 S Tryon St - Charlotte, North Carolina 28202

190 Biltmore Ave - Asheville, North Carolina 28801

320 Broad St - Charleston, South Carolina 29401

15 S Main - Greenville, South Carolina 29601

400 Merchant St - Hilton Head Island, South Carolina 29926

Posting End Date:

9 Aug 2026

Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

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 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.