Senior Wealth Banking Specialist (safe)

Wells Fargo

Palo Alto, CA, US
Base: $104,000-$168,000 annually; bonus/equity: in...
4+ years affluent banking experience
Safe mortgage licensing act compliance
Client financial goal analysis
The role involves managing moderately complex affluent and high net worth client relationship portfolios across lending, credit, and deposit products

Job Summary

  • The role involves managing moderately complex affluent and high net worth client relationship portfolios across lending, credit, and deposit products.
  • Candidates must ensure compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and maintain sound risk management practices.
  • Wells Fargo offers a comprehensive benefits package including health benefits, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

The role involves managing moderately complex affluent and high net worth client relationship portfolios across lending, credit, and deposit products.

Salary

Base: $104,000-$168,000 annually; Bonus/Equity: Incentive opportunities eligible; Benefits: Comprehensive health, 401(k), PTO, and more

Skills & Requirements

Must-have

  • 4+ years affluent banking experience
  • SAFE Mortgage Licensing Act compliance
  • Client financial goal analysis
  • Lending and credit product expertise
  • Risk management and policy adherence

Nice-to-have

  • Experience with high net worth clients
  • Strong interpersonal communication skills
  • Proactive strategy execution
  • Knowledge of business formation documents
  • Ability to work under pressure

Key Requirements

  • 4+ years of affluent or private banking experience
  • SAFE registration at time of employment
  • BS in Business or equivalent preferred
  • Clean background check and credit report
  • Loan Originator qualification requirements

Work Rights

Not specified

Tailored Resume

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