Senior Wealth Banking Specialist – SAFE

Wells Fargo

. Manage and service a portfolio of affluent and high-net-worth client relationships involving lending, deposit, and credit solutions .

Posted 10/5/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing affluent client relationships, providing tailored banking solutions, and ensuring compliance with regulatory requirements. Proficient in risk mitigation and operational efficiency while maintaining a strong focus on client service and business development.

Highest-signal resume keywords

Affluent Banking ExperienceRelationship ManagementRisk MitigationKnowledge of Lending ProductsClient Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lending SolutionsCredit SolutionsDeposit ProductsFinancial AnalysisOperational ProceduresKYC RequirementsWire ProcessingBusiness DevelopmentClient Financial ReviewRegulatory Compliance

Soft Skills

Interpersonal CommunicationProblem-SolvingDecision-MakingOrganizational SkillsCollaboration

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 66 LicenseSAFE Registration

Industry Keywords

Wealth ManagementPrivate BankingConsumer BankingCommercial BankingHigh-Net-Worth ClientsRisk ManagementOperational EfficiencyClient Relationship DevelopmentFinancial ResponsibilityRegulatory Screening

About the role

Key responsibilities & impact

Manage and service a portfolio of affluent and high-net-worth client relationships involving lending, deposit, and credit solutions
Understand clients’ financial circumstances, goals, and evolving needs to recommend appropriate banking products and services
Partner with Financial Advisors, Wealth Advisors, Trust Advisors, and internal partners to deliver integrated banking solutions
Identify relationship-deepening opportunities through referrals, relationship reviews, and proactive outreach
Assist clients with account servicing, deposit products, credit solutions, and general banking inquiries
Review financial information, documentation, and client activity to support lending and banking recommendations
Execute operational activities and transactions accurately in accordance with policies and procedures
Maintain knowledge of banking products, lending solutions, market trends, and business initiatives
Resolve moderately complex client and operational issues with internal business partners and support teams
Balance client needs, business objectives, operational efficiency, and risk management requirements using independent judgment
Ensure compliance with Wells Fargo risk management practices, regulatory requirements, and internal controls
Share knowledge, mentor less-tenured colleagues, and contribute to a collaborative work environment

Requirements

What you’ll need

4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through work experience, training, military experience, or education
4+ years of relationship management experience, including developing, maintaining, and deepening client relationships
4+ years of risk mitigation experience, including identifying, escalating, and managing operational, compliance, regulatory, and reputational risks
Experience supporting affluent, high-net-worth, or complex client relationships within Wealth Management, Private Banking, Consumer Banking, or Commercial Banking
Knowledge of lending, credit, cash management, and deposit products and services
Experience reviewing client financial information and identifying solutions aligned with client goals and objectives
Knowledge of account opening, account maintenance, Know Your Customer (KYC) requirements, wire processing, and related operational banking procedures
Strong relationship management, client service, and business development skills
Excellent verbal, written, and interpersonal communication skills
Strong organizational, problem-solving, and decision-making skills
FINRA Series 7 and 66 licenses preferred
Ability to travel up to 25% within territory
SAFE registration required at time of employment
Must meet applicable financial responsibility, character, general financial fitness, criminal background, and ongoing regulatory screening requirements

Benefits

Comp & perks

Ongoing training and professional development
Hybrid work schedule