Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship building, Financial strategy, Sales. Acquire affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Support control outcomes
Industry & Context.
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, Manage book-of-business, Coaching or supporting peers, Communicate clearly and confidently, Financial services industry experience, 3+ years licensed financial services position, FINRA Series 6 and 63 exams
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
Champion digital adoption
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; Branch team member
Communication Scope
Executive presentations
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