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; Support control outcomes
Industry & Context.
Meet enhanced financial fitness, Meet criminal background standards, Meet LO/CFPB requirements, Comply with policies
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years building customer relationships, 3+ years recommending products
Nice to Have
Experience recommending financial products, Experience managing book-of-business, Experience coaching peers, Financial services industry experience, 3+ years licensed financial services position, Successfully completed FINRA Series 6 and 63
What You'll Do.
Acquire new 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
Educate customers on digital options
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 internal teams; Collaborate with Wealth; Collaborate with Home Lending; Collaborate with Business Banking; Advise branch colleagues
Communication Scope
Clear communication; Empathetic listening
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