Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship building, Financial advice, Sales. Acquire new affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; 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
Recommending financial products, Proactively source and acquire relationships, Manage a book-of-business, Coaching or supporting peers, Communicate clearly and confidently, Build credibility and trust, Financial services industry experience, 3+ years licensed financial services, FINRA Series 6 and 63
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
Champion digital adoption
Advise colleagues on development
Manage complex client needs
Demonstrate risk excellence
Complete licensing requirements
How You'll Work.
Team & Collaboration
Internal partners; Branch team; Wealth partners; Home Lending partners; Business Banking partners
Communication Scope
Discovery conversations; Client meetings
Applying for this Senior Premier Banker role?
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