Associate Wealth Banking Specialist (SAFE)

Wells Fargo • Irvine, CA, US • published 2026-09-22 04:42:21.959811

Description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at **wellsfargojobs.com****.** **In this role, you will:** * Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services * Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client * Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms * Assist in providing service to Affluent 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 acco...

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