Wells Fargo

Financial Services

SeniorPremierBanker

$0–0k Napa, California, United States FULL TIME
The Brief

“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial advice, Sales. Acquire new affluent customers. Deepen existing relationships”

What You'll Achieve.

Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Elevate engagement; Elevate service efficiency; Support control outcomes

Industry & Context.

Financial Services

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 sourcing and acquiring customers, Experience managing book-of-business, Experience coaching peers, Experience in licensed financial services, Successfully completed FINRA Series 6 and 63 exams

What You'll Do.

Acquire new affluent customers

Deepen existing relationships

Lead discovery conversations

Deliver tailored banking strategies

Serve as primary financial partner

Provide multi-product guidance

Partner with professional teams

Coordinate warm introductions

Champion digital adoption

Advise colleagues on development

Manage complex client needs

Demonstrate risk excellence

Complete licensing requirements

Complete SAFE registration

How You'll Work.

Team & Collaboration

Partner with professionals; Coordinate with Wealth; Coordinate with Home Lending; Coordinate with Business Banking; Advise branch team

Communication Scope

Clear communication; Empathetic listening; Build credibility; Build trust

Free ATS check

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