Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship building, Financial strategy, Sales. Acquire new affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth
Industry & Context.
Translate customer goals
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 book-of-business management, Experience coaching peers, Demonstrated ability to communicate clearly, Financial services industry experience, 3+ years licensed financial services position, 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 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 professionals; Branch team member
Communication Scope
Discovery conversations; Presenting financial strategies
Applying for this Senior Premier Banker role?
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