Senior Premier Banker Delray Military

Wells Fargo

Delray Beach, Florida, US
Acquire new affluent customers
Deepen existing relationships
Analyze customer concerns
Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance

Job Summary

  • Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.
  • Employees will proactively acquire new affluent customers, deepen existing relationships, and advise customers on various financial options and services.
  • The role requires adherence to policies, procedures, and controls, ensuring compliance with applicable laws, rules, and regulations, and managing risks in the business.

Matching Summary

Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.

Skills & Requirements

Must-have

  • acquire new affluent customers
  • deepen existing relationships
  • analyze customer concerns
  • advise on financial options
  • manage client relationships
  • adhere to policies and procedures

Nice-to-have

  • drive innovation and empower communities
  • work-life balance and well-being
  • investing in your community
  • authentic self and empowered to grow
  • proactive relationship building

Key Requirements

  • 4+ years customer service experience
  • 3+ years building customer relationships
  • 3+ years recommending products/services
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • 3+ years licensed financial services position
  • SAFE registration

Work Rights

Not specified

Tailored Resume

Cover Letter