Senior Wealth Banking Specialist (SAFE)
$104,000–$168,000 year
On-site · Walnut Creek, California, United States
Job Summary
Senior Wealth Management Banking Specialist will manage and service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services; proactively identify service improvement opportunities across the division; review and analyze client financial goals and changing needs to make recommendations; develop expertise in changing market conditions and cascade best practices; coordinate with Financial Advisors and internal teams to ensure clients are in the correct banking products; collaborate to resolve moderately complex issues while maintaining knowledge of internal policies; ensure effective risk management and participate in product and banking process training aligned with business objectives; comply with SAFE Mortgage Licensing Act requirements and related policies; responsibilities may include offering/negotiating terms and/or taking an application for a dwelling secured transaction.
Required Qualifications
- 4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education
- SAFE registration at time of employment
- LO qualification requirements under Regulation Z (as outlined in the job expectations)
This role has closed. Sorce can match you with similar open roles and apply on your behalf.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.