Senior Branch Premier Banker West Orange

Wells Fargo

West Orange, NJ, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
4+ years customer service experience
3+ years relationship building experience
Proactive client 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, analyze their needs for business, mortgage, retirement, and investment services, and partner with specialized teams to meet goals.
  • Wells Fargo offers a comprehensive benefits package including health benefits, 401(k) plans, paid time off, and tuition reimbursement to support 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

Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), PTO, disability, life insurance, parental leave, commuter benefits, tuition reimbursement

Skills & Requirements

Must-have

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

Nice-to-have

  • FINRA Series 6 and 63 exams completed
  • State Insurance license(s)
  • Experience with small business consulting
  • Mentoring and peer-coaching abilities
  • Digital banking education skills

Key Requirements

  • 4+ years of customer service experience
  • 3+ years of relationship building experience
  • Current FINRA Series 6 and 63 registration or completion within specified period
  • State Insurance license(s) required
  • SAFE Mortgage Licensing Act registration
  • Clean background and credit check results

Work Rights

Not specified

Tailored Resume

Cover Letter