Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Customer acquisition, Relationship management, Financial advising. Acquire new customers. Deepen existing relationships”
Industry & Context.
Root cause analysis
SAFE registration, Loan Originator requirements, Dwelling secured transaction
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years building customer relationships, 3+ years recommending products
Nice to Have
Financial services industry experience, Experience recommending financial products, 3+ years licensed financial services position, Customer service focus, Experience handling complex transactions, Proficient sourcing customers, Proficient building relationships
What You'll Do.
Acquire new customers
Deepen existing relationships
Review customer concerns
Escalate banking issues
Advise on financial options
Maintain knowledge of services
Identify client needs
Manage business risks
Collect customer information
Analyze customer information
Develop customized plans
Build relationships with colleagues
Build relationships with customers
Build relationships with partners
Manage client relationships
Provide advice on services
Provide guidance to employees
Manage complex client needs
How You'll Work.
Team & Collaboration
Branch colleagues; Business Banking Advisory Services; Mortgage; Wealth and Investment Management; Branch team
Communication Scope
Verbal communication; Written communication; Interpersonal communication
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