WM Sr Private Bkr UL (SAFE) 4

Wells Fargo

(Salt Lake City, Utah)
Full Time
Job Posting Details
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,600 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 36 countries and territories to support customers who conduct business in the global economy.
Responsibilities
Manages full-service banking relationships with high net worth customers and oversees a portfolio of highly complex accounts. Consults with customers regarding financial needs, recommends products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Analyzes financial, tax and credit needs of customers, monitors customers' changing needs and recommends strategies that utilize company products/services. Develops customer base through cross-selling products and servicing existing clients, develops new business through interaction with external resources, keeps informed of changing market conditions. Incumbents have an in-depth knowledge of product array, excellent sales/relationship management skills and consistently strong performance. Provides training and guidance to less experienced Private Bankers. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Ideal Candidate
Required Qualifications * 8+ years of experience in one or a combination of the following: corporate, consumer, mortgage, or private banking Other Desired Qualifications * 5+ years commercial real estate lending/banking. * Experience working with high net worth clients. * Strong proven commercial credit skills. * Strong networking/business development skills. * Demonstrated ability to partner and team within the private bank and community bank. * Excellent written and verbal communication skills. * Local market knowledge preferred. * Corporate/commercial banking experience preferred.

Questions

Answered by on
This question has not been answered
Answered by on

There are no answered questions, sign up or login to ask a question

Want to see jobs that are matched to you?

DreamHire recommends you jobs that fit your
skills, experiences, career goals, and more.