Senior Wealth Banking Specialist – SAFE

Wells Fargo

Senior Wealth Banking Specialist managing affluent client relationships with expertise in lending, credit, and deposit products. Collaborating with teams to ensure optimal client experiences and financial solutions.

Posted 7/29/2026full-timeCharlotte • North Carolina, South Carolina • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing affluent and high net worth client relationships, with a strong focus on analyzing financial goals and providing tailored recommendations. Proficient in risk management and effective communication to enhance client experience and operational efficiency.

Highest-signal resume keywords

Affluent Banking ExperienceWealth Management ExpertiseClient Relationship ManagementFinancial Analysis SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Affluent BankingCommercial BankingConsumer BankingMortgage BankingPrivate BankingFinancial Goal AnalysisKYC KnowledgeAccount MaintenanceTechnical ExceptionsBusiness Formation Document Interpretation

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal SkillsAbility to Prioritize WorkAbility to Work Under Pressure

Tools & Technologies

Microsoft TeamsMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointSVPCRMClient LinkTMTDIPR

Certifications & Qualifications

BS Degree in Business or Equivalent

Industry Keywords

Client Experience GoalsService Improvement OpportunitiesRisk ManagementOperational Decision MakingBanking Products and Services

About the role

Key responsibilities & impact

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
Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
Develop and exercise expertise in the changing market conditions and cascade across the division the best practices
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
Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures to independently resolve moderately complex issues
Ensure client experience goals are met by taking part in the creation of and delivery of product and banking process training that aligns with business objectives and operational experience goals

Requirements

What you’ll need

4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience
BS degree in Business or equivalent
Experience in Wealth Management, Retail or Private Banking
Ability to develop and manage clients, business and referral relationships
Experience reviewing and analyzing client financial goals and presenting recommendations
Knowledge of how to interpret business formation documents
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 or DIPR)
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
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)

Benefits

Comp & perks

Health insurance
401(k) retirement plans
Paid time off
Professional development opportunities