Senior Premier Banker Allentown Eastern Lehigh Pa

Wells Fargo

Allentown, Pennsylvania, United States
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition skills
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments.
  • The role requires advising customers on various financial options, identifying client needs for business, mortgage, retirement, and investment services, and partnering with specialized teams to meet goals.
  • Ongoing employment is contingent upon meeting all SAFE Mortgage Licensing Act requirements, including acceptable background investigation results and maintaining appropriate FINRA licenses.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments.

Salary

Not specified; Not specified; Competitive compensation and robust benefits mentioned

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive client acquisition skills
  • Risk management and compliance adherence
  • Complex transaction handling

Nice-to-have

  • FINRA Series 6 and 63 exams completed
  • State Insurance license(s)
  • Experience with small business consulting
  • Mentoring and peer-coaching abilities
  • Strong digital banking education skills

Key Requirements

  • 4+ years of customer service experience
  • 3+ years of relationship building experience
  • Current or pending FINRA Series 6 and 63
  • State Insurance license(s)
  • SAFE registration and NMLS MU4R completion
  • Clean criminal and credit background check

Work Rights

Not specified

Tailored Resume

Cover Letter