Senior Branch Premier Banker Old Milton

Wells Fargo

Alpharetta, GA, USA
Acquire affluent customers
Deepen existing relationships
Advise on financial options
Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and 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 work-life balance.
  • Employees will proactively acquire new affluent customers, deepen existing relationships, and advise on various financial options and services.
  • This role requires adherence to sales practices risk management culture, compliance with applicable laws, and meeting licensing and registration requirements.

Matching Summary

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

Skills & Requirements

Must-have

  • Acquire affluent customers
  • Deepen existing relationships
  • Advise on financial options
  • Manage risks and compliance
  • Build branch colleague relationships

Nice-to-have

  • Proactive outreach and appointments
  • Customer service focus
  • Peer-coaching others
  • Digital banking adoption

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)
  • SAFE registration
  • Loan Originator (LO) requirements

Work Rights

Not specified

Tailored Resume

Cover Letter