Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship building, Financial advising, Sales. Acquire affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Support control outcomes
Industry & Context.
Sound judgment; Issue escalation; Risk identification
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, Proactively source and acquire relationships, Proven experience managing book-of-business, Experience coaching or supporting peers, Demonstrated ability to communicate clearly, 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 tailored banking strategies
Serve as primary financial partner
Deliver multi-product guidance
Partner with professionals
Coordinate warm introductions
Champion digital adoption
Advise colleagues on development
Manage complex client needs
Demonstrate risk excellence
Complete licensing requirements
How You'll Work.
Team & Collaboration
Partner with Wealth; Partner with Home Lending; Partner with Business Banking; Branch team member
Communication Scope
Client meetings; Presentations
Applying for this Senior Premier Banker role?
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