Not specified; not specified; competitive compensa...
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4+ years customer service experience
3+ years relationship building
Proactive client acquisition
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Wells Fargo is seeking a Senior Branch Premier Banker in Ankeny, IA, to manage and deepen relationships with affluent customers through personalized financial strategies. The role emphasizes proactive outreach, relationship building, and collaboration with internal teams to deliver comprehensive banking solutions.
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Job Summary
This role serves as the primary point of contact for affluent customers, managing relationships through scheduled appointments and proactive outreach.
Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
Success in this position requires owning a defined book of business and delivering integrated solutions across deposits, investments, credit, and home lending.
Matching Summary
Match Score: 75
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Wells Fargo is seeking a Senior Branch Premier Banker in Ankeny, IA, to manage and deepen relationships with affluent customers through personalized financial strategies. The role emphasizes proactive outreach, relationship building, and collaboration with internal teams to deliver comprehensive banking solutions.
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Salary
Not specified; Not specified; Competitive compensation mentioned
Skills & Requirements
Must-have
4+ years customer service experience
3+ years relationship building
Proactive client acquisition
Risk management and compliance
Digital banking adoption
Nice-to-have
Experience with affluent customers
Coaching and peer support skills
Empathetic communication style
Holistic financial strategy delivery
Strong internal partnership collaboration
Key Requirements
FINRA Series 6 and 63 exams
State Insurance license(s)
SAFE registration required
3+ years licensed financial services experience
SIE exam if Series 6/63 earned after Sept 30, 2018