Senior Premier Banker Stevens Creek Branch

Wells Fargo

Stevens Creek, CA, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
Proactively acquire new affluent consumer customers
Deepen existing customer relationships through outreach
Analyze moderately complex customer concerns for resolution
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through strategic outreach

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through strategic outreach.
  • The role involves advising customers on comprehensive financial solutions including banking, credit, investments, and retirement planning while managing risks through strict compliance adherence.
  • Employees are rewarded for investing in their community and celebrated for being their authentic self within a top-ranked workplace environment.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through strategic outreach.

Salary

Base: $37.00 - $65.50; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), paid time off, tuition reimbursement

Skills & Requirements

Must-have

  • Proactively acquire new affluent consumer customers
  • Deepen existing customer relationships through outreach
  • Analyze moderately complex customer concerns for resolution
  • Adhere to policies procedures and controls for risk management
  • Build relationships with branch colleagues and partners

Nice-to-have

  • Experience mentoring and peer-coaching others
  • Strong business acumen for small business consultation
  • Ability to educate customers on digital banking options
  • High motivation to meet team objectives
  • Authentic self-expression in a supportive culture

Key Requirements

  • 4+ years of customer service experience
  • 3+ years building effective customer relationships
  • FINRA Series 6 and 63 exams required or completion timeline
  • State Insurance license(s) required within specified period
  • SAFE Mortgage Licensing Act registration required
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

Cover Letter