Premier Banker Kuykendahl & Woodlands Pkwy

Wells Fargo

The Woodlands, TX, US
Not specified (assumed to be hybrid based on typical banking roles).
Customer service experience
Building customer relationships
Recommending products and services
Wells Fargo is hiring a Senior Branch Premier Banker in The Woodlands, TX, to enhance customer relationships and acquire new affluent clients, with a focus on financial services. The role requires strong customer service skills, experience in financial services, and the ability to manage complex client needs

Job Summary

  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
  • Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services.
  • Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.

Matching Summary

Match Score: 85

Wells Fargo is hiring a Senior Branch Premier Banker in The Woodlands, TX, to enhance customer relationships and acquire new affluent clients, with a focus on financial services. The role requires strong customer service skills, experience in financial services, and the ability to manage complex client needs.

Skills & Requirements

Must-have

  • Customer service experience
  • Building customer relationships
  • Recommending products and services
  • Financial solutions and services knowledge
  • Risk management and compliance adherence

Nice-to-have

  • Proactive customer acquisition
  • Deepening existing relationships
  • Peer coaching and guidance
  • Digital banking adoption promotion

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 required
  • Loan Originator (LO) qualification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter