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.
Grow book of business; Increase retention; Drive balanced growth; Elevate satisfaction; Enhance engagement; Improve service efficiency
Industry & Context.
Financial strategy development
License pending, SAFE registration
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
Experience recommending financial products, Translate customer goals to recommendations, Proactively source and acquire customers, Build internal partnerships, Manage a book-of-business, Document planning conversations, Consistent follow-through, Coach or support peers, Communicate clearly and confidently, Listen with empathy, Build credibility and trust, Financial services industry experience, 3+ years licensed financial services position, Completed 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 development
Manage complex client needs
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
How You'll Work.
Team & Collaboration
Internal partners; Branch team; Wealth partners; Home Lending partners; Business Banking partners
Communication Scope
Client meetings; Customer education
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