Senior Premier Banker Mid Cities Dallas District

Wells Fargo

Bedford, TX, US
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building
Proactive customer outreach
This role serves as the primary point of contact for affluent customers, managing relationships through scheduled appointments and proactive outreach

Job Summary

  • This role serves as the primary point of contact for affluent customers, managing relationships through scheduled appointments and proactive outreach.
  • Employees will deliver comprehensive financial strategies across deposits, investments, credit, and home lending while championing digital adoption.
  • Wells Fargo offers robust benefits, competitive compensation, and a clear platform for career growth in a top-ranked workplace.

Matching Summary

This role serves as the primary point of contact for affluent customers, managing relationships through scheduled appointments and proactive outreach.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • Proactive customer outreach
  • Risk management and compliance
  • Digital banking adoption

Nice-to-have

  • Experience with affluent customers
  • Coaching and peer support skills
  • Empathetic communication style
  • Cross-selling financial products
  • Building trust quickly

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter