Senior Premier Banker Lee District

Wells Fargo

Estero, FL, US
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building
Proactive customer acquisition skills
The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments

Job Summary

  • The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments.
  • Employees must advise customers on various financial options including business, mortgage, retirement, and investment services while adhering to strict risk and compliance protocols.
  • Wells Fargo offers a meaningful career environment with robust benefits, competitive compensation, and programs designed to help employees find work-life balance.

Matching Summary

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

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • Proactive customer acquisition skills
  • Risk management and compliance adherence
  • Complex transaction handling

Nice-to-have

  • Mentoring and peer-coaching abilities
  • Strong business acumen for small business
  • Experience with digital banking options
  • Authentic self-expression in culture
  • Community investment focus

Key Requirements

  • 4+ years of customer service experience
  • 3+ years of relationship building experience
  • FINRA Series 6 and 63 exams required
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

Cover Letter