Senior Premier Banker New Berlin

Wells Fargo

New Berlin, WI, US
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition and retention
This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive strategies across deposits, investments, and credit

Job Summary

  • This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive strategies across deposits, investments, and credit.
  • Wells Fargo offers a meaningful career with robust benefits, competitive compensation, and programs designed to support work-life balance and well-being.
  • Success in this position requires owning a defined book of business while collaborating with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions.

Matching Summary

This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive strategies across deposits, investments, and credit.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive client acquisition and retention
  • Multi-product banking solutions delivery
  • Risk management and compliance adherence

Nice-to-have

  • Experience coaching peers on performance
  • Empathy in customer communication
  • Digital self-service education skills
  • Strong internal partnership collaboration
  • Authentic self-expression culture fit

Key Requirements

  • FINRA Series 6 and Series 63 exams
  • State Insurance license(s)
  • SAFE registration at time of employment
  • Series 65 exam for specific states
  • Clean criminal background and financial fitness

Work Rights

Not specified

Tailored Resume

Cover Letter