Wm Sr Private Banker (safe) 5
Manages the most complex and sophisticated banking relationships with Ultra High Net Worth and/or Family Wealth clients. Utilizes strong credit expertise to advise clients on appropriate credit and deposit solutions and manage the largest and most complex customized credit portfolios. Consults with team and clients to develop risk management and full balance sheet solutions using an integrated approach to meet client global financial objectives. Develops new and expands current relationships individually and by partnering with professionals across the Wells Fargo enterprise. Markets capabilities, objectives and client segmentation strategy throughout Wells Fargo. Analyzes financial, tax and credit needs of clients, monitors clients' risk profile and changing needs. Prepares loan packages for credit review and underwriting. Ensures records/files are maintained within policy/guidelines. Recommends strategies that utilize Wells Fargo s individual and institutional capabilities to create and enhance client wealth. Provides training and guidance to less experienced Private Bankers. This is the most senior level Private Banking individual contributor job. Incumbents have excellent sales/relationship management and teaming skills; an established external presence; exceptionally strong credit skills and deposit understanding (particularly cash management); and the ability to deliver highly complex credit and deposit solutions to clients. Incumbents have a strong knowledge of not only traditional bank product and services, but also the most sophisticated services and products to meet unique client needs. Use of this job requires regional recommendation with WMG Senior Credit Officer concurrence. 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.
10+ years corporate consumer, mortgage or private banking experience.
Series 7 and 66 or (63 & 65) required or ability to obtain within 180 days. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
10 years of commercial custom credit exp
local market knowledge
Wells Fargo - 23 months ago
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Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...