Wells Fargo Senior Wealth Banking Coordinator 

Philippines, Caloocan 

50636990

In this role, you will:

• Support more experienced level Bankers with account administration, risk management, and relationship management, supporting multiple people and balancing multiple priorities
• Assist in providing service to Banking client relationships
• Interact with clients to help identify client retention issues.
• 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 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
• Interpret policies, procedures, and compliance requirements
• Potentially provide work direction and training to less experienced associates
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong time management and organizational skills
• Effective oral and written communication

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• The successful candidate will need to observe a night shift schedule and an onsite work set-up (FiveNEO, Taguig)

29 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.