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Posted:
June 18, 2026
Location:
NEW YORK, NY, United States
Job Description
**About this role:**
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **.**
**In this role, you will:**
+ Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
+ Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
+ Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
+ Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
+ Collaborate and consult with peers, colleagues, and managers to resolve moderately c...
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **.**
**In this role, you will:**
+ Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
+ Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
+ Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
+ Proactively coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
+ Collaborate and consult with peers, colleagues, and managers to resolve moderately c...
Apply for this Job
Submit your application for the Wealth Banking Specialist (SAFE) position at Wells Fargo.
Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
NEW YORK, United States
Posted:
June 18, 2026
Deadline:
June 23, 2026