Not specified (potentially hybrid based on industry trends)
Customer relationship management
Financial product advisory
Risk management and compliance
Wells Fargo is seeking a Senior Branch Premier Banker for its West Chester, PA location, focusing on enhancing customer relationships and acquiring new affluent clients. The role requires a combination of customer service experience, financial services knowledge, and the ability to meet regulatory requirements
Job Summary
At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.
The Senior Branch Premier Banker role involves proactively acquiring new affluent consumer and small business customers and advising them on financial options to meet their goals.
Employees are supported with robust benefits, competitive compensation, and programs designed to help find work-life balance and well-being.
Matching Summary
Match Score: 85
Wells Fargo is seeking a Senior Branch Premier Banker for its West Chester, PA location, focusing on enhancing customer relationships and acquiring new affluent clients. The role requires a combination of customer service experience, financial services knowledge, and the ability to meet regulatory requirements.
Skills & Requirements
Must-have
Customer relationship management
Financial product advisory
Risk management and compliance
Licensed financial services position
Proactive customer acquisition
Discretionary resolution of customer concerns
Nice-to-have
Mentoring and peer coaching
Strong business acumen
Excellent communication skills
Team collaboration
Work-life balance focus
Key Requirements
4+ years customer service experience
3+ years relationship building experience
3+ years recommending financial products
FINRA Series 6 and 63 registration
State Insurance license(s)
SAFE registration and compliance
Ability to work Saturdays
Work Rights
Must meet FINRA and SAFE licensing and background requirements