Wells Fargo
Financial Services
SeniorPremierBanker
“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial strategy, Sales acquisition. 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.
Financial strategy development
SAFE registration required, FINRA review process, Loan Originator requirements, Financial fitness standards, Criminal background standards
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 customers, Manage a book-of-business, Coaching or supporting peers, Communicate clearly and confidently, Financial services industry experience, 3+ years licensed financial services, Completed Financial Industry Regulatory Authority exam
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
Educate customers on self-service
Advise colleagues on development
Manage complex client needs
Demonstrate risk excellence
Complete licensing requirements
How You'll Work.
Team & Collaboration
Partner with internal partners; Coordinate with Wealth; Coordinate with Home Lending; Coordinate with Business Banking; Advise branch colleagues
Communication Scope
Discovery conversations; Tailored strategies; Holistic solutions
Applying for this Senior Premier Banker role?
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