Senior Premier Banker, Wakefield

Wells Fargo

Wakefield, US
Not specified; not specified; competitive compensa...
Not specified
Proactively acquire new affluent customers
Deepen existing customer relationships
Analyze moderately complex customer concerns
Wells Fargo is seeking a Senior Premier Banker in Wakefield to foster relationships with affluent clients and small businesses, providing tailored financial solutions. The position emphasizes customer service, risk management, and compliance, requiring specific financial certifications and a strong background in relationship management

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 involves advising customers on various financial options, managing risks, and ensuring compliance with applicable laws and regulations.
  • Employees will be part of a culture that values work-life balance, robust benefits, and opportunities to invest in the community.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Premier Banker in Wakefield to foster relationships with affluent clients and small businesses, providing tailored financial solutions. The position emphasizes customer service, risk management, and compliance, requiring specific financial certifications and a strong background in relationship management.

Salary

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

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Deepen existing customer relationships
  • Analyze moderately complex customer concerns
  • Advise on financial options and services
  • Manage risks and ensure compliance

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate customers on digital banking
  • High motivation to meet team objectives

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) required
  • SAFE registration and NMLS MU4R required
  • Loan Originator (LO) requirements under Regulation Z

Work Rights

Must meet enhanced financial fitness and criminal background standards

Tailored Resume

Cover Letter