Senior Custom Credit Banker - Senior Lead Wealth Custom Lending Specialist

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.

Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.

About this role:

Wells Fargo is seeking a Senior Custom Credit Banker - Senior Lead Wealth Custom Lending Specialist...Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• As the Custom Credit Banker, you will be responsible for the origination and execution of the entire custom loan product suite, which may include key focus areas in specialized products and client solutions. Plans strategy and drives execution to deliver high-quality, and most complex, custom credit solutions to existing and new clients across the high net worth and ultra-high net worth segments. Develops presentations for prospective clients and in partnership with the Customer Relationship Group (CRG) negotiates and closes the sale of custom credit products leveraging excellent sales and relationship management skills, credit skills, and strong knowledge of products and solutions. Accountable for asset growth and loan profitability. In conjunction with the Customer Relationship Group and senior members of the Custom Credit team, may develop and implement strategies, including an active outreach to external prospects and centers of influence as well as key non-wealth partners, for new business development. Provides oversight, coaching and education to teams to ensure delivery of banking solutions meet client needs and credit standards. Provides training and guidance to less experienced bankers. Maintains effective risk management through routine education, sound risk and operational decision making, and adherence to policies/procedures.
• Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area
• Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
• Provide vision, direction, and expertise within Wealth Custom Lending functional area to leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies
• Engage with Wealth Custom Lending functional area professionals and managers across the company and serve as an expert advisor to leadership

Required Qualifications:

• 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Private Banking, Corporate Banking or Commercial Lending experience
• A Master's degree or higher
• Excellent sales and relationship management skills
• Knowledge of traditional banking products
• Credit risk exper