Associate Wealth Banking Specialist - Boston

Only for registered members Boston, United States

3 weeks ago

Default job background
$72,000 - $109,000 (USD)

Job summary

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 In This Role You Will Manage and service a routine and low complexity affluent client relationship portfolio in lending credit and deposit products and services Review and analyze client financial goals and changing needs presenting recommendations within defined parameters to best fit the needs of the client Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms Assist in providing service to Affluent 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 basic client relationship management skills to meet the financial needs of customers may have accountability over accounts Prepare preliminary client correspondence customized professional presentation materials support sales marketing efforts Research resolve operational related complex accounts Receive direction leaders exercise independent judgment develop working knowledge understand function interpret policies procedures compliance requirements Provide information coordinate broader banking internal teams ensure correct banking product based on financial activity Collaborate consult peers colleagues managers resolve routine issues achieve goals building strong knowledge internal policies procedures Maintain effective risk management through education sound decision making adherence policies procedure deliverables


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