Senior Premier Banker Lexington Place

Wells Fargo

Lexington Place, Unknown, US
Not specified; competitive compensation mentioned;...
**
Proactively acquire new affluent customers
Deepen existing customer relationships
Analyze moderately complex customer concerns
** Wells Fargo is seeking a Senior Branch Premier Banker for its Lexington Place location, focusing on building and maintaining relationships with affluent customers. The ideal candidate will have extensive experience in customer service, financial services, and compliance regulations, with a strong ability to advise clients on financial options. **

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.
  • The role involves advising customers on various financial solutions, managing risks, and ensuring strict compliance with applicable laws and regulations.
  • Employees are supported through robust benefits, competitive compensation, and programs designed to help find work-life balance and well-being.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Senior Branch Premier Banker for its Lexington Place location, focusing on building and maintaining relationships with affluent customers. The ideal candidate will have extensive experience in customer service, financial services, and compliance regulations, with a strong ability to advise clients on financial options. **

Salary

Not specified; Competitive compensation mentioned; Robust benefits included

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Deepen existing customer relationships
  • Analyze moderately complex customer concerns
  • Advise on financial options and services
  • Manage risks and ensure compliance

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate customers on digital banking
  • High motivation to meet team objectives

Key Requirements

  • 4+ years of customer service experience
  • 3+ years building effective customer relationships
  • FINRA Series 6 and 63 exams required
  • State Insurance license(s) required
  • SAFE registration and NMLS compliance
  • Clean background and credit check

Work Rights

Not specified

Tailored Resume

Cover Letter