Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial strategy, Sales. 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.
Translate customer goals
Loan Originator requirements, LO/CFPB requirements, Credit report review, Ongoing screening
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, Financial services industry experience, 3+ years licensed financial services position
What You'll Do.
Acquire new affluent customers
Deepen existing relationships
Lead discovery conversations
Deliver tailored banking strategies
Serve as primary financial partner
Provide multi-product guidance
Partner with professionals
Coordinate warm introductions
Champion digital adoption
Advise colleagues on development
Manage complex client needs
Demonstrate risk excellence
Complete licensing requirements
Complete SAFE registration
How You'll Work.
Team & Collaboration
Partner with professionals; Branch team member
Communication Scope
Discovery conversations; Tailored strategies; Multi-product guidance
Applying for this Senior Premier Banker role?
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