This role serves as the primary financial partner for affluent customers, delivering tailored strategies across deposits, lending, and investments to meet evolving life stage needs
Job Summary
This role serves as the primary financial partner for affluent customers, delivering tailored strategies across deposits, lending, and investments to meet evolving life stage needs.
Wells Fargo offers a supportive environment with robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
Success in this position requires strong relationship acumen, proactive engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking.
Matching Summary
This role serves as the primary financial partner for affluent customers, delivering tailored strategies across deposits, lending, and investments to meet evolving life stage needs.
Salary
Base: $34.00 - $60.00 per hour; Bonus/Equity: Sales incentives, discretionary bonuses, and Restricted Stock Units (RSUs) may apply; Benefits: Health benefits, 401(k), paid time off, disability, life insurance, parental leave, tuition reimbursement.
Skills & Requirements
Must-have
Proactive customer relationship acquisition
Multi-product banking strategy delivery
Risk management and compliance adherence
Digital banking tool education
Internal partnership collaboration
Nice-to-have
Empathetic communication skills
Peer coaching experience
Authentic self-expression culture
Community investment focus
Long-term customer value mindset
Key Requirements
4+ years of customer service experience
3+ years building effective customer relationships