Associate Wealth Banking Specialist (SAFE) Job at Wells Fargo, Irvine, CA

  • Wells Fargo
  • Irvine, CA

Job Description

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 ]]>

Job Tags

Full time

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