Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial strategy, Sales outreach. Acquire new affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Support control outcomes
Industry & Context.
Issue escalation; Risk assessment
License pending, SAFE registration required, Meet LO/CFPB requirements, Credit report review
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years building customer relationships, 3+ years recommending products/services
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, Completed FINRA Series 6 and 63 exams
What You'll Do.
Acquire new affluent customers
Deepen existing relationships
Lead discovery conversations
Deliver tailored banking strategies
Serve as primary financial partner
Deliver multi-product guidance
Partner with professional teams
Coordinate warm introductions
Champion digital adoption
Advise colleagues on relationship development
Demonstrate risk excellence
Complete licensing requirements
Complete SAFE registration
How You'll Work.
Team & Collaboration
Partner with professionals; Branch team member
Communication Scope
Executive presentations; Client meetings
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