Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial strategy, Sales acquisition. Acquire affluent customers. Deepen existing relationships”
What You'll Achieve.
Grow book of business; Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Support control outcomes
Industry & Context.
Work Saturdays, Active licenses required
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years building customer relationships, 3+ years recommending products/services, FINRA Series 6 and 63 exams, State Insurance license(s), Securities Industry Essentials (SIE) exam
Nice to Have
Recommending financial products, Proactively source and acquire customers, Manage a book-of-business, Support peers, Financial services industry experience, 3+ years licensed financial services, FINRA Series 65 examination
What You'll Do.
Acquire affluent customers
Deepen existing relationships
Lead discovery conversations
Deliver banking and credit strategies
Serve as financial partner
Provide multi-product guidance
Partner with professionals
Coordinate warm introductions
Champion digital adoption
Demonstrate risk excellence
Complete licensing requirements
How You'll Work.
Team & Collaboration
Partner with professionals; Advise colleagues
Communication Scope
Clear communication; Empathy; Build credibility
Applying for this Senior Premier Banker role?
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