Associate Wealth Banking Specialist - Birmingham
1 week ago
Job summary
We are looking for an Associate Wealth Banking Specialist to manage and service affluent client relationships in lending credit deposit products services review analyze financial goals changing needs present recommendations within defined parameters best fit clients needs develop working knowledge changing market conditions delivered business division various digital platforms assist providing service Affluent Banking client relationships interact clients help identify retention issues potential new business opportunities product lines develop solid product knowledge basic client relationship management skills meet financial customers may have accountability accounts prepare preliminary correspondence customized professional presentation materials support sales marketing efforts research resolve operational issues complex accounts receive direction leaders exercise independent judgment developing knowledge understand function interpret policies procedures compliance requirements provide information coordinate broader banking internal teams ensure clients correct banking product based financial activity collaborate consult peers colleagues managers resolve routine issues achieve goals building strong knowledge internal policies procedures maintain effective risk management education sound risk operational decision making adherence policies procedures deliverables
This position has customer contact job duties may include offering negotiating terms taking application dwelling secured transaction as such position requires compliance S.A.F.E Mortgage Licensing Act related regulations individuals SAFE position meet Loan Originator requirements Regulation Z outlined below Specific compliance policies regarding outside activities personal investing affected employees expected provide information Wells Fargo Personal Account Dealing Team abide applicable policy requirements hired Information shared expectations recruitment process
Candidates applying job openings posted Canada applications employment encouraged qualified candidates including women persons disabilities aboriginal peoples visible minorities accommodation applicants disabilities available request connection recruitment process
Applicants Disabilities To request medical accommodation application interview process Disability Inclusion Wells Fargo visit drug free workplace see Drug Alcohol Policy third party recordings prohibited authorized Wells Fargo you directly represent own experiences recruiting hiring process Reference Number Seniority level Associate Employment type Full-time Job function Finance Sales Industries Financial Services Investment Management Banking
Job description
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