Senior Premier Banker-new Milford, Nj

Wells Fargo

New Milford, NJ, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition and retention
The role involves proactively acquiring new affluent customers and deepening existing relationships through outreach and pre-planned appointments

Job Summary

  • The role involves proactively acquiring new affluent customers and deepening existing relationships through outreach and pre-planned appointments.
  • Employees must advise customers on various financial options, analyze complex concerns, and partner with peers to meet client goals.
  • Wells Fargo offers robust benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement as part of the Well Life culture.

Matching Summary

The role involves proactively acquiring new affluent customers and deepening existing relationships through outreach and pre-planned appointments.

Salary

Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), PTO, Tuition Reimbursement

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive client acquisition and retention
  • Complex financial product recommendations
  • Compliance with banking regulations

Nice-to-have

  • Experience in affluent consumer banking
  • Strong business acumen for small business
  • Mentoring and peer-coaching skills
  • Digital banking education capabilities
  • FINRA Series 6 and 63 exams completed

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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