Wealth Banking Specialist – SAFE

Wells Fargo

Wealth Banking Specialist managing relationship portfolios in lending, credit, and deposit services. Requires 2+ years of banking experience and offers hybrid work arrangements.

Posted 7/22/2026full-timeBoca Raton • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing affluent client relationships, providing tailored financial recommendations, and ensuring compliance with banking policies. Proficient in risk management and delivering exceptional customer service while collaborating effectively across teams.

Highest-signal resume keywords

Affluent Banking ExperienceWealth Management KnowledgeClient Relationship ManagementRisk Management SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lending ProductsCredit ProductsDeposit ProductsFinancial AnalysisKYC ComplianceAccount MaintenanceTechnical Exceptions ProcessingBusiness Formation Document InterpretationProblem SolvingConflict Resolution

Soft Skills

Customer ServiceInterpersonal CommunicationTeam CollaborationInitiativeSelf-Motivation

Tools & Technologies

SalesforceCRM SystemsSVPClient LinkTMTDIPR

Industry Keywords

Commercial BankingConsumer BankingMortgage BankingPrivate BankingAffluent Client Portfolio

About the role

Key responsibilities & impact

Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
Proactively 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 moderately complex issues and achieve goals, while building and maintaining 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 exercising independent judgment to guide medium risk deliverables
Ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes

Requirements

What you’ll need

2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience
Experience in Wealth Management, Retail or Private Banking
Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
Ability to manage clients, business and referral relationships
Experience reviewing and analyzing client financial goals and presenting recommendations
Knowledge of how to interpret business formation documents
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC), wires and Technical Exceptions (TE)
Strong problem solving and conflict resolution skills
Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT, DIPR, Salesforce)
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Collaborate effectively with relationship team members, client advisors and other colleagues
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work arrangements
Paid time off
Professional development opportunities