Senior Wealth Management Banking Coordinator - Legal Specialty Group

About the position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in the Legal Specialty Group within Private Wealth in Banking, Lending and Trust. In this role, you will support Private Bankers and client relationships through account administration, client service, transaction execution, risk management, and operational support. This position requires the ability to balance day-to-day client and banker needs with extended projects and assignments, take ownership of work through completion, and maintain a high level of accuracy when handling transactions and activities subject to regulatory and compliance requirements. Learn more about career areas and lines of business at wellsfargojobs.com . In this role, you will: Support more experienced Private Bankers with account administration, sales activities, risk management, and relationship management while supporting multiple people and balancing multiple priorities. Assist in providing service to Private 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 client relationship management skills to help meet the financial needs of customers and may have accountability for basic 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. Work across centers, offices, and other internal partners to execute daily transactions and provide sales and credit support to bankers. Interpret and apply applicable policies, procedures, and compliance requirements. Take ownership of assigned work and projects, including extended projects, and maintain appropriate follow-through from initiation through completion. Execute banking transactions, including wire-related activities, with a strong focus on accuracy, attention to detail, risk management, and applicable controls. Potentially provide work direction and training to less experienced associates. Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals. Interact with internal customers. Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements. 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.

Responsibilities

  • Support more experienced Private Bankers with account administration, sales activities, risk management, and relationship management while supporting multiple people and balancing multiple priorities.
  • Assist in providing service to Private 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 client relationship management skills to help meet the financial needs of customers and may have accountability for basic 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.
  • Work across centers, offices, and other internal partners to execute daily transactions and provide sales and credit support to bankers.
  • Interpret and apply applicable policies, procedures, and compliance requirements.
  • Take ownership of assigned work and projects, including extended projects, and maintain appropriate follow-through from initiation through completion.
  • Execute banking transactions, including wire-related activities, with a strong focus on accuracy, attention to detail, risk management, and applicable controls.
  • Potentially provide work direction and training to less experienced associates.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
  • Interact with internal customers.
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Requirements

  • 2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.
  • Meeting the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
  • Acceptable background investigation results.
  • Meeting ongoing regulatory requirements including additional screening, if necessary.

Nice-to-haves

  • Experience in Wealth Management, Private Banking, or a banking and trust environment, including experience supporting client relationships and partnering with bankers and internal business partners.
  • Knowledge and understanding of opening and maintaining consumer and business deposit accounts, account processing, KYC requirements, Technical Exceptions (TE), and banking transactions, including wire transfers.
  • Experience interpreting and applying policies, procedures, compliance requirements, trust documents, and business formation documents in an environment requiring effective risk management.
  • Demonstrated ability to take ownership of projects and assignments from initiation through completion, including extended projects requiring consistent follow-through, organization, accountability, and independent judgment.
  • Strong attention to detail and accuracy when handling client transactions, wire-related activities, documentation, and work subject to regulatory, risk, or compliance requirements.
  • Ability to independently prioritize and manage multiple responsibilities, deadlines, client needs, and longer-term projects in a dynamic environment while collaborating effectively across organizational levels.
  • Excellent verbal, written, interpersonal, and client service skills with the technical ability to learn and navigate multiple banking systems and applications and proficiency with Microsoft Office applications.

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
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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