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Bankers launch ‘Valencia Initiative’

Posted: November 23, 2011 1:30 a.m.
Updated: November 23, 2011 1:30 a.m.

Dave Schelling, senior vice president and wealth adviser, left, and Vladimir Victorio, vice president and senior private banker, stand in front of Wells Fargo’s Valencia branch.

 

A group of local bankers from Wells Fargo have introduced a new initiative for the  Santa Clarita Valley.

Calling the effort “The Valencia Initiative,” Santa Clarita residents Vladimir Victorio, who’s a vice president and senior private banker at Wells Fargo, and Dave Schelling, a senior vice president and wealth adviser, said they have spearheaded an effort with other local Wells Fargo bankers in Santa Clarita to specifically support local individuals and businesses.

Both Victorio and Schelling are with Well Fargo’s Private Bank, a division focused on building, managing and preserving their clients’ wealth.

The duo, however, has attracted other local bankers from the Wells Fargo retail, business, commercial, mortgage and private banking sectors.

The San Francisco-based bank operates with fewer corporate strings than most large banks in that each Wells Fargo location is decentralized and allowed to operate as its own headquarters of sorts fueling the inspiration behind the local initiative.

“We want to bring more of a community bank feeling to the community,” Schelling said.

At a reception earlier this month, Victorio and Schelling laid out their vision of bringing a more focused, personalized, custom-tailored support, in front of about 70 guests.

The primary goal of this initiative is to become a stronger partner within the community, said Scott Hansen, regional director of Wealth Management.

“Santa Clarita is a great community,” Hansen said.

People tend to think of Wells Fargo as only a retail or commercial bank, Schelling said. We want to bring a stronger understanding of our capabilities to help the local community.


Customers often fear working with bigger banks and getting lost in the system, the pair said. But because each branch enjoys a degree of independence, local bankers can work together to help clients with myriad needs.

While making it clear the Valencia Initiative is not a new service of the bank, Victorio and Schelling emphasized that local Wells Fargo bankers are making a collaborative effort to bring more resources to, and focus, on the Santa Clarita Valley.

“We’ll pull in resources from other bankers where Santa Clarita is part of their territory to help service clients, Victorio said.


“With The Valencia Initiative we’re creating an internal dialogue with other bankers to make sure a client’s need is getting take care of.”

With Wells Fargo, a customer has all the resources of a large institution but with our local group of bankers we will bring them the services of a community bank, Schelling said.

“The local bankers want to let people know that we are invested in this community.” Hanson said.

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