About this role:
Wells Fargo is seeking a Senior Wealth Banking Coordinator.
In this role, you will:
- Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
- Assist in providing service to Private 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 accountability over basic accounts
- Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
- Research and resolve operational issues related to complex accounts
- Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
- Potentially provide work direction and training to less experienced associates
- Interact with immediate team, functional area and internal peers outside work group on wide range of information, plus internal or external customers
Want more jobs like this?
Get Account Management jobs in Bonifacio Global City, Philippines delivered to your inbox every week.
- 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Must have experience in taking in phone calls preferably with Account Origination and Money Movement Experience
- Amenable to observe a night shift schedule, and work onsite (Five NEO, Taguig)
29 Sep 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.