Wells Fargo

Associate Wealth Banking Specialist (SAFE)

Wells Fargo • $66K — $100K *
Deerfield, IL 60015In-Person
Finance & Insurance
Less than 5 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • 6+ months experience in affluent, commercial, consumer, mortgage, or private banking
  • Solid understanding of client relationship management and financial products
  • Ability to analyze client financial goals and recommend solutions
  • Strong attention to detail and accuracy in account management
  • Familiarity with compliance policies and procedures in the banking industry

Responsibilities

  • Manage low complexity affluent client relationships in various banking products
  • Review and analyze financial goals, providing tailored recommendations
  • Maintain awareness of changing market conditions via digital platforms
  • Assist in service delivery to affluent banking clients
  • Identify client retention issues and potential new business opportunities
  • Prepare client presentations and correspondence for marketing efforts
  • Collaborate with internal teams to ensure proper banking product alignment

Benefits

  • Comprehensive health benefits
  • 401(k) plan with employer contributions
  • Generous paid time off policy
  • Disability benefits for short and long-term needs
  • Life insurance and critical illness coverage
  • Parental and caregiving leave options
  • Tuition reimbursement and scholarships for dependents
  • Commuter benefits and employee discounts
Full Job Description
About this role:

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com

In this role, you will:
  • 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


Required Qualifications:
  • 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


Desired Qualifications:
  • 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
  • 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


Job Expectations:
  • This position offers a hybrid work schedule.
  • This position is not eligible for Visa sponsorship.
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.


Job Location:
  • 500 Lake Cook Rd Ste 300 Deerfield, Illinois 60015


Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$66,000.00 - $100,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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


Posting End Date:

16 Jun 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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