Wealth Banking Specialist (safe)

Wells Fargo

Sacramento, CA, US
Base: $60,000 - $109,000 annually depending on loc...
Hybrid
2+ years affluent banking experience
Safe mortgage licensing act compliance
Review client financial goals and needs
This role involves managing a low to moderately complex affluent client relationship portfolio across lending, credit, and deposit products

Job Summary

  • This role involves managing a low to moderately complex affluent client relationship portfolio across lending, credit, and deposit products.
  • Ongoing employment is contingent upon meeting all SAFE Mortgage Licensing Act requirements including background investigations and credit fitness standards.
  • Wells Fargo offers a comprehensive set of benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

This role involves managing a low to moderately complex affluent client relationship portfolio across lending, credit, and deposit products.

Salary

Base: $60,000 - $109,000 annually depending on location; Bonus/Equity: Incentive opportunities eligible; Benefits: Health, 401(k), PTO, disability, life insurance, parental leave, tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years affluent banking experience
  • SAFE Mortgage Licensing Act compliance
  • Review client financial goals and needs
  • Knowledge of KYC and wire transfers
  • Navigate multiple computer systems and CRM

Nice-to-have

  • Experience with business formation documents
  • Strong problem solving and conflict resolution
  • Ability to guide less tenured staff
  • Self-motivated initiative to deepen relationships
  • Intermediate Microsoft Office skills

Key Requirements

  • 2+ years affluent or commercial banking experience
  • SAFE registration at time of employment
  • Loan Originator (LO) qualification requirements
  • Acceptable background investigation results
  • US work authorization (no visa sponsorship)

Work Rights

Not specified

Tailored Resume

Cover Letter