Wells Fargo · 12 hours ago
Associate Wealth Banking Specialist (SAFE)
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$72K/yr - $109K/yr
0+ years expWells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) to manage and service a routine and low complexity affluent client relationship portfolio. The role involves analyzing client financial goals, providing recommendations, and assisting in service delivery to affluent clients.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and 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 routine issues and achieve goals, while building 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 related to low to medium risks and deliverables
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
Qualification
Required
6+ months 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
Preferred
Experience in Wealth Management or Retail Banking
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
Experience working with Affluent client relationship portfolio, in lending, credit and deposit products and services
Experience reviewing and analyzing client financial goals and presenting recommendations
Experience interpreting policies, procedures, and compliance requirements
Knowledge of how to interpret business formation documents
Ability to develop and manage clients and business relationships
Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPR, or Salesforce
Ability to take initiative with work independently with minimal supervision in a structured environment
Intermediate Microsoft Office (Teams, Word, Excel, Outlook and PowerPoint) skills
Excellent verbal, written, and interpersonal communication skills
Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
Strong telephone etiquette skills
Strong attention to detail and accuracy skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
Company data provided by crunchbase