Senior Premier Banker- Trexlertown Branch, Pa

Wells Fargo

Trexlertown, PA, US
Not specified; not specified; competitive compensa...
Proactively acquire new affluent customers
Deepen existing customer relationships
Analyze complex customer concerns
The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach

Job Summary

  • The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach.
  • Employees must maintain deep knowledge of Wells Fargo's banking, credit, and investment solutions to advise customers on financial options.
  • Wells Fargo is recognized as a top employer offering robust benefits, competitive compensation, and programs designed for work-life balance.

Matching Summary

The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Deepen existing customer relationships
  • Analyze complex customer concerns
  • Adhere to banking compliance controls
  • Manage business risks and regulations

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate on digital banking
  • High motivation to meet team objectives
  • Authentic self-expression in culture

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 Mortgage Licensing Act registration
  • Clean background and credit check results

Work Rights

Not specified

Tailored Resume

Cover Letter