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Wealth Banking Specialist (SAFE)

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Wells Fargo
πŸ“ NEW YORK, United States
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Location NEW YORK
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Posted June 18, 2026
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Commute Local Area
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Job Description

**About this role:**

Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **.**

**In this role, you will:**

+ Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
+ Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
+ Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
+ 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
+ Collaborate and consult with peers, colleagues, and managers to resolve moderately c...

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πŸ“ Location Details

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City
NEW YORK
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Country
United States
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Commute
Local Area

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