Senior Premier Banker Boerne

Wells Fargo

Boerne, TX, US
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building
Proactive client acquisition and retention
This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across deposits, investments, and lending

Job Summary

  • This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across deposits, investments, and lending.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to support work-life balance and professional growth.
  • Success in this position requires proactive outreach to acquire new clients while deepening existing relationships through strategic discovery conversations.

Matching Summary

This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across deposits, investments, and lending.

Salary

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

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • Proactive client acquisition and retention
  • Multi-product banking solutions delivery
  • Risk management and compliance adherence

Nice-to-have

  • Experience coaching peers on performance
  • Strong digital adoption education skills
  • Ability to build trust quickly with clients
  • Empathetic communication and active listening
  • Holistic financial strategy planning expertise

Key Requirements

  • FINRA Series 6 and Series 63 exams
  • State Insurance license(s)
  • SAFE registration required at employment
  • Series 65 exam for specific states
  • Clean background and financial fitness check

Work Rights

Not specified

Tailored Resume

Cover Letter