Senior Premier Banker Southeast Charlotte

Wells Fargo

Charlotte, NC, US
Not specified; competitive compensation mentioned;...
Proactively acquire new affluent customers
Analyze moderately complex customer concerns
Adhere to banking policies and compliance controls
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.
  • The role requires advising customers on financial options, identifying client goals for business and retirement services, and partnering with peers to meet those needs.
  • Employees will be rewarded for investing in their community and celebrated for being their authentic self within a top-ranked workplace environment.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.

Salary

Not specified; Competitive compensation mentioned; Robust benefits included

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Analyze moderately complex customer concerns
  • Adhere to banking policies and compliance controls
  • Manage risks in business operations
  • Build relationships with branch colleagues

Nice-to-have

  • Experience mentoring and peer-coaching others
  • Strong business acumen for small business consultation
  • Ability to educate customers on digital banking options
  • High motivation to meet team objectives
  • Authentic self-expression in a supportive culture

Key Requirements

  • 4+ years of customer service experience
  • 3+ years building effective customer relationships
  • FINRA Series 6 and 63 exams required
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

Cover Letter