Wealth Management Banking Coordinator

Wealth Management Banking Coordinator at Wells Fargo

Wells Fargo is seeking a dedicated Wealth Management Banking Coordinator to provide essential support to Private Bankers and contribute to seamless client service operations. This role involves meticulous account administration, proactive client interaction, and a commitment to upholding the bank's stringent compliance and risk management standards.

In This Role, You Will

• Assist Private Bankers with account administration, supporting multiple people, and balancing multiple priorities.
• Provide client service and address inquiries promptly and professionally.
• Assist in administration of accounts by interacting with clients 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 and ensure accuracy.
• Receive direction from manager and escalate non-routine questions appropriately.
• Assist in the preparation of client presentation materials to support sales and marketing efforts.
• Interact with immediate team and functional area on a 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

• Good Microsoft Excel skills.
• Knowledge in PowerPoint presentation, data analytics, usage of tools such as Power BI, SQL, VBA, is a plus.
• Experience in implementation of projects related to revision or upgrade of operational procedures.
• Ability to lead meetings.

Job Expectations

• Responsible for reviewing money movement requests while maintaining high quality, in consideration of travel rules.
• Responsible for completing given tasks following the bank's service level agreement.
• Identify and refer potential risk on the request, e.g., inaccuracies that could lead to operational and financial losses.
• Identify and when necessary, draft and submit Unusual Activity Referrals for potential Money Laundering, Fraud, or any other Financial Crimes Matter.
• Provides insights with process improvements that can help develop the business.
• Possibility of conducting training to newly onboarded team members.
• Must be a subject matter expert in limited amount of time.
• Ability to perform AD HOC tasks in an efficient manner.
• Attention to detail and accuracy.
• Must be amenable to work onsite (Five/NEO, BGC, Taguig).
• Must be willing to work on a full shift within 8:00 PM to 7:00 AM or 2:00 AM - 11:00 AM PHT.

Key skills/competency

• Wealth Management
• Account Administration
• Client Service
• Financial Crimes
• Risk Mitigation
• Compliance
• Microsoft Excel
• Process Improvement
• Data Analytics
• Attention to Detail