Wealth Banking Specialist (SAFE)

September 17, 2026

About the position

Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. 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. You will review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client. You will maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms. You will 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. You will 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. You will maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures exercising independent judgment to guide medium risk deliverables. You will ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes. 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.

Responsibilities

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 complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures
Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures exercising independent judgment to guide medium risk deliverables
Ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes

Requirements

2+ 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

Nice-to-haves

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 manage clients, business and referral relationships
Experience reviewing and analyzing client financial goals and presenting recommendations
Knowledge of how to interpret business formation documents
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC), wires and Technical Exceptions (TE)
Strong problem solving and conflict resolution skills
Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
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, DIPR, Salesforce)
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 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

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

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