Senior Premier Banker Coleman Mount Pleasant Sc

Wells Fargo

Mount Pleasant, SC, US
Not specified; not specified; competitive compensa...
Not specified (potentially hybrid or in-office based on the nature of the banking role)
4+ years customer service experience
3+ years relationship building
Proactive client acquisition and retention
Wells Fargo is seeking a Senior Branch Premier Banker in Mount Pleasant, SC, to manage relationships with affluent clients, providing comprehensive financial solutions and enhancing customer engagement. The role emphasizes proactive outreach, relationship management, and collaboration across banking services, while offering a supportive work culture and opportunities for career growth

Job Summary

  • This role serves as the primary financial partner for affluent customers, delivering comprehensive strategies across deposits, investments, credit, and home lending.
  • Wells Fargo offers a meaningful career path with robust benefits, competitive compensation, and programs designed to support work-life balance and well-being.
  • Success in this position requires proactive outreach to acquire new clients while deepening existing relationships through strategic discovery and tailored financial guidance.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Branch Premier Banker in Mount Pleasant, SC, to manage relationships with affluent clients, providing comprehensive financial solutions and enhancing customer engagement. The role emphasizes proactive outreach, relationship management, and collaboration across banking services, while offering a supportive work culture and opportunities for career growth.

Salary

Not specified; Not specified; Competitive compensation and robust benefits included

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience with affluent customer segments
  • Strong digital adoption coaching skills
  • Ability to build internal partnerships
  • Empathetic communication style
  • Peer coaching and team support

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter