Wells Fargo
Financial Services
SeniorPremierBanker
“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.
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
Applying for this Senior Premier Banker role?
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