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Private Bank Client Associate
Wells Fargo 43600.00 US Dollar . USD Per annum
2021-12-03 14:30:03
Denver,
Colorado,
United States
Job type: fulltime
Job industry: Banking & Financial Services
Job description
Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:
- Building enduring client relationships through sound, thoughtful, and objective advice
- Developing individualized plans for clients to help meet their financial objectives
- Helping clients build, manage, preserve, and transition their financial resources and wealth
WIM serves clients through the following businesses:
- Wells Fargo Private Bank serves high-net-worth individuals and families.
- Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
- Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
This position supports senior level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities. Assists in providing service to their Private Banking client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Develops strong product accountability. Develops strong product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over simple accounts. Cross-sells products and services to existing clients. Prepares preliminary client correspondence and customized professional client presentation materials to support sales/marketing efforts. May assist with financial/wealth planning such as less complex spreadsheet preparation and analysis. Researches and resolves operational issues related to complex accounts. Works with Centers/Offices/Stores to execute daily transactions for bankers in sales and credit support. May provide work direction and training to more junior level Associates. Job may be located in a WM Office or WM Center or in a Retail/Branch location. 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.
May be considered for a discretionary bonus. May be considered for a formulaic bonus based on achieving certain metrics
This job allows you to receive commissions plus a base salary. Base salary ranges are determined by the Direct Net Income of the branch. May be considered for Restricted Share Rights or other long-term incentive awards. This job offers an hourly rate base pay. Upon licensing, the base pay will decrement with the opportunity to earn commissions and other formulaic incentives. This job offers a salary commensurate with experience. Upon licensing, the base pay will decrement with the opportunity to earn commissions and other formulaic incentives. Salary commensurate with experience.
****Job posting may be removed earlier than stated close date due to volume of applicants.
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Required Qualifications
- 2+ years of administrative experience, sales support experience, or a combination of both demonstrated through work or military experience
Desired Qualifications
- Customer service experience
- Financial services experience
- Private banking experience
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Excellent verbal, written, and interpersonal communication skills
- Strong attention to detail and accuracy skills
- Strong organizational, multi-tasking, and prioritizing skills
- Military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Other Desired Qualifications
- Bachelor's Degree
- Knowledge and experience with Wealth / WIM Banking
- 2 + years Proven client experience advocate and experience
Job Expectations
- 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.
- 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) web site ( ) provides the MU4R questions and registration required for employment in this position.
Salary Information
The salary range displayed below is based on a Full-time 40 hour a week schedule.
CO-Denver: Min: $43,600 Mid: $60,500 Max: $77,400
Disclaimer
- All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Benefits Summary
Benefits
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