Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial strategy, Sales. Acquire affluent customers. Deepen existing relationships”
What You'll Achieve.
Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Support control outcomes
Industry & Context.
Loan Originator requirements, CFPB requirements, Credit report review
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years relationship building experience, 3+ years recommending products/services
Nice to Have
Recommending financial products experience, Proactively source/acquire/deepen relationships, Proven book-of-business management, Experience coaching peers, Communicate clearly and confidently, Build credibility and trust quickly, Financial services industry experience, 3+ years licensed financial services position, Successfully completed FINRA exams
What You'll Do.
Acquire affluent customers
Deepen existing relationships
Lead discovery conversations
Deliver banking and credit strategies
Serve as primary financial partner
Deliver multi-product guidance
Partner with professionals
Coordinate warm introductions
Educate customers on digital adoption
Advise colleagues on relationship development
Manage complex client needs
Demonstrate risk excellence
Complete licensing requirements
How You'll Work.
Team & Collaboration
Partner with professionals; Coordinate warm introductions; Advise colleagues
Communication Scope
Communicate clearly; Listen with empathy
Applying for this Senior Premier Banker role?
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