Senior Branch Premier Banker Afton Ridge

Wells Fargo

Concord, NC, US
Not specified; not specified; competitive compensa...
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4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition and retention
** Wells Fargo is seeking a Senior Branch Premier Banker in Concord, NC, to enhance customer relationships and provide financial solutions. The role requires a strong background in customer service and financial services, including compliance with licensing and regulatory requirements. **

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, competitive compensation, and programs designed to help employees find work-life balance and well-being.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Senior Branch Premier Banker in Concord, NC, to enhance customer relationships and provide financial solutions. The role requires a strong background in customer service and financial services, including compliance with licensing and regulatory requirements. **

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
  • Complex financial product advisory
  • Risk management and compliance adherence

Nice-to-have

  • FINRA Series 6 and 63 exams completed
  • State Insurance license(s)
  • Experience with affluent consumer clients
  • Small business banking expertise
  • Mentoring and peer-coaching skills

Key Requirements

  • 4+ years of customer service experience
  • 3+ years of relationship building experience
  • SAFE Mortgage Licensing Act registration
  • FINRA Series 6 and 63 exams (or equivalents)
  • State Insurance license(s)
  • Acceptable background investigation results

Work Rights

Not specified

Tailored Resume

Cover Letter