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.
Drive balanced growth; Increase retention; Support control outcomes
Industry & Context.
Sound judgment
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
Recommending financial products, Proactively source and acquire relationships, Manage a book-of-business, Coaching or supporting peers, Communicate clearly and confidently, Financial services industry experience, 3+ years licensed financial services, 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
Deliver multi-product guidance
Partner with professionals
Coordinate warm introductions
Champion digital adoption
Advise colleagues on development
Manage complex client needs
Demonstrate risk excellence
Accurate documentation
Timely issue escalation
How You'll Work.
Team & Collaboration
Partner with professionals; Branch team member
Communication Scope
Executive presentations
Applying for this Senior Premier Banker role?
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