Wells Fargo
Financial Services
SeniorBranchPremierBankerBrandywineDistrict,PA
“Senior Branch Premier Banker- Brandywine District, PA at Wells Fargo. Skills: Relationship building, Financial advice, Sales. Acquire affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Improve service efficiency; Support control outcomes
Industry & Context.
Sound judgment; Issue escalation; Risk decisions
Meeting enhanced financial fitness, Meeting criminal background standards, Credit report review, Loan Originator requirements, Comply with policies
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years building customer relationships, 3+ years recommending products
Nice to Have
Recommending financial products, Proactively source, acquire, deepen relationships, Managing a book-of-business, Coaching or supporting peers, Communicate clearly and confidently, Build credibility and trust quickly, Financial services industry experience, 3+ years licensed financial services position
What You'll Do.
Acquire affluent customers
Deepen existing relationships
Lead discovery conversations
Deliver banking and credit strategies
Serve as primary financial partner
Provide multi-product guidance
Partner with professionals
Coordinate warm introductions
Educate customers on digital options
Advise colleagues on relationship development
Manage complex client needs
Demonstrate risk excellence
Complete licensing requirements
Complete SAFE registration
How You'll Work.
Team & Collaboration
Partner with professionals; Coordinate introductions
Communication Scope
Executive presentations
Applying for this Senior Branch Premier Banker- Brandywine District, PA role?
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