Senior Premier Banker East El Camino

Wells Fargo

East El Camino, CA, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
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 maintain deep knowledge of Wells Fargo's banking, credit, and investment solutions to advise customers on various financial options and services.
  • Wells Fargo offers robust benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement as part of their commitment to the Well Life.

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; Bonus/Equity: Incentive opportunities eligible; Benefits: Comprehensive health, 401(k), PTO, parental leave, tuition reimbursement

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience mentoring peer colleagues
  • Strong business acumen for small business
  • Ability to educate on digital banking
  • High motivation for team objectives
  • Authentic self-expression in culture

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Clean background and credit check

Work Rights

Not specified

Tailored Resume

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