Senior Premier Banker Countyline District

Wells Fargo

Agoura Hills, CA, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
4+ years customer service experience
3+ years relationship building
Proactive customer outreach
This role serves as the primary financial partner delivering comprehensive, multi-product guidance across deposits, lending, and investments

Job Summary

  • This role serves as the primary financial partner delivering comprehensive, multi-product guidance across deposits, lending, and investments.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
  • Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners.

Matching Summary

This role serves as the primary financial partner delivering comprehensive, multi-product guidance across deposits, lending, and investments.

Salary

Base: $37.00 - $65.50; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), Paid time off, Disability, Life insurance

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • proactive customer outreach
  • book of business management
  • risk and compliance adherence

Nice-to-have

  • coaching or supporting peers
  • empathetic communication skills
  • digital adoption education
  • authentic self expression
  • community investment focus

Key Requirements

  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE registration required
  • 3+ years licensed financial services experience
  • SIE exam for post-2018 FINRA exams

Work Rights

Not specified

Tailored Resume

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