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⏰ Full-time

Wealth Banking Specialist (SAFE)

Wells Fargo
Location 📍 NEW YORK, United States
Posted 📅 June 18, 2026
Work Type ⏰ Full-time

Position Overview

**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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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
NEW YORK, United States