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Kathy, Senior Private Banker

Name: Kathy
Start Date: 1986
Current Position: Senior Private Banker
Location: San Francisco, CA
Education: High School Diploma

What does a private banker do?
As a Senior Private Banker in The Private Bank, I consult with the ultra-high-net-worth clients with respect to their overall financial needs. The average net worth of my client relationships is $50 million. As their banker I take a full balance sheet approach to ensure that I fully understand their cash and liability management needs before making any recommendations. My commitment is to be extremely proactive and responsive to my client’s needs. Banking needs can be very simple and straightforward to very complex, ranging from a home mortgage to more complex financing such as commercial real estate and hedging strategies.

You have to have a passion for helping people. You need to be client-centric. Any decision you make, you need to put the client’s needs first. You need to be very responsive and proactive. It’s very hands-on.

What do you like about it?

Every client has a different story to tell about how they acquired their wealth and their different needs. Every day is new and can bring new challenges — that is what I love about it.

How do you determine how best to serve a client?
Listening to them, asking questions, understanding their needs. My job is to understand what life changes are going on, how that may affect their overall estate and/or wealth plan.

What’s special about working at Wells Fargo?
I’m very loyal to this organization. I started out as a Teller and worked my way up through our retail banking system, and I have now been in Private Banking for 10 years. Wells Fargo has enabled me to succeed by providing the training, resources, and mentoring to take myself to the next level. I think the leadership is impeccable. There’s no other bank I’d want to work for.

Has anything surprised you about your career at Wells Fargo?
I surprise myself and a lot of people that I’ve been in one place for so long. There are so many opportunities to grow and have a successful career within this company.

What has been the most exciting thing about your career?
Where I am today without the formal education. I think education is extremely valuable, but if you really apply yourself and are willing to learn as well as take on new challenges, you can succeed!
 
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