Senior Premier Banker- Cotswold-charlotte, Nc

Wells Fargo

Charlotte, NC, US
Acquire affluent customers
Deepen existing relationships
Advise on financial options
Wells Fargo is a global trailblazer 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 a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and work-life balance.
  • This role involves proactively acquiring new affluent customers, deepening existing relationships, and advising on financial solutions, partnering with various internal teams to meet client needs.
  • Employees will be rewarded for investing in their community, celebrated for authenticity, and empowered to grow, with ongoing employment contingent on meeting licensing and background requirements.

Matching Summary

Wells Fargo is a global trailblazer 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 client relationships
  • customer service experience

Nice-to-have

  • proactively sourcing customers
  • mentoring and peer-coaching
  • strong business acumen
  • digital banking options

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 requirements

Work Rights

Not specified

Tailored Resume

Cover Letter