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Senior Wealth Banking Specialist (SAFE)

Company

Wells Fargo

Location

CORTE MADERA, United States

Type

Full-time

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.

**About this role:**

Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **.**

**In this role, you will:**

+ Manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
+ Proactively identify service improvement opportunities for affluent and high net worth client relationships, including taking part in training and calibration exercises across the division
+ Review and analyze client financial goals and changing needs, making recommendation...

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