Wm Sr Private Banker (safe) 4
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. This is the most senior level individual contributor Private Banking job. 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.
8+ 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.
Complex consumer underwriting credit experience.
Commercial and/or Wealth Credit experience.
Private Bank/Wealth Management experience.
Management of high-net-worth relationships experience.
Expert partnering, communication, and presentation skills.
Expert business development skills, strong contact with Centers of Influence, and an extensive network within the Tacoma/South Puget Sound market.
Experience in Wealth/Private Banking selling to High Net Worth/Ultra High Net Worth clients.
Demonstrated ability to cross-sell multiple lines of business within the NHW arena.
Degree in Finance or Accounting.
Wells Fargo - 19 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...