Senior Wealth Management Banking Coordinator (SAFE)

Company: Hispanic Alliance for Career Enhancement
Location: San Francisco
Posted on: May 3, 2025

Job Description:

About this role:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at .

In this role, you will:

• Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
• Assist in providing service to Private 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 and may have accountability over basic accounts
• Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
• Research and resolve operational issues related to complex accounts
• Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
• Interpret policies, procedures, and compliance requirements
• Potentially provide work direction and training to less experienced associates
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, 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. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
  
  Required Qualifications:
  
  • 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
    
    Desired Qualifications:
    
    • Experience in Wealth Management/Private Banking
    • Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC's and TE's.
    • Experience in a support role within a banking and trust environment
    • Experience interpreting policies, procedures, and compliance requirements
    • Knowledge of how to interpret trust documents and business formation documents
    • Ability to develop and manage clients and business relationships
    • Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPER.
    • Ability to take initiative with work independently with minimal supervision in a structured environment
    • Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
    • Excellent verbal, written, and interpersonal communication skills
    • Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
    • Strong telephone etiquette skills
    • Strong attention to detail and accuracy skills
    • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
    • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
      
      Job Expectations:
      
      • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
        Locations and Salary Ranges:
        
        420 Montgomery St FRNT., SAN FRANCISCO, CA, $27.74 - $49.38
        
        Salary Range:
        
        SAN FRANCISCO, CA Pay range $27.74 - $49.38 hourly
        
        Pay Range
        
        Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
        $27.74 - $49.38
        Benefits
        
        Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
        
        • Health benefits
        • 401(k) Plan
        • Paid time off
        • Disability benefits
        • Life insurance, critical illness insurance, and accident insurance
        • Parental leave
        • Critical caregiving leave
        • Discounts and savings
        • Commuter benefits
        • Tuition reimbursement
        • Scholarships for dependent children
        • Adoption reimbursement
          Posting End Date:
          27 Apr 2025
          *Job posting may come down early due to volume of applicants.
          
          We Value Equal Opportunity
          
          Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
          
          Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
          
          Applicants with Disabilities
          
          To request a medical accommodation during the application or interview process, visit .
          
          Drug and Alcohol Policy
          
          Wells Fargo maintains a drug free workplace. Please see our to learn more.
          
          Wells Fargo Recruitment and Hiring Requirements:
          
          a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
          
          b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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