Wells Fargo Wealth Management Banking Coordinator 

Philippines, Caloocan 

564455792

In this role, you will:

• Assist Bankers with account administration, supporting multiple people, and balancing multiple priorities
• Provide client service and address inquiries
• Assist in administration of accounts to help resolve issues
• Perform moderately complex daily transactions and control records and files within policy guidelines
• Research and resolve routine operational issues related to simple to moderately complex accounts
• Prepare preliminary client correspondence
• Receive direction from manager and escalate non-routine questions
• Interpret policies, procedures, and compliance requirements
• Interact with immediate team and functional area on wider range of information, plus internal and external customers

Required Qualifications:

• 2+ 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

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.