Senior Premier Banker Cocoa Beach

Wells Fargo

Cocoa Beach, FL, US
Not specified; not specified; competitive compensa...
Not specified
4+ years customer service experience
3+ years relationship building experience
Proactive acquisition of affluent clients
Wells Fargo is seeking a Senior Premier Banker in Cocoa Beach, FL, responsible for acquiring and managing affluent consumer and small business relationships while providing tailored financial solutions. The role requires strong customer service skills, financial industry experience, and compliance with various licensing requirements

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.
  • The role requires advising customers on financial options, analyzing their needs for mortgage, retirement, and investment services, and partnering with specialized teams to meet goals.
  • Employees must maintain deep knowledge of banking solutions, manage risks through strict compliance, and exercise independent judgment in regular client meetings.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Premier Banker in Cocoa Beach, FL, responsible for acquiring and managing affluent consumer and small business relationships while providing tailored financial solutions. The role requires strong customer service skills, financial industry experience, and compliance with various licensing requirements.

Salary

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

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive acquisition of affluent clients
  • Analysis of moderately complex customer concerns
  • Adherence to risk management policies

Nice-to-have

  • Experience with small business customers
  • Mentoring and peer-coaching skills
  • Knowledge of book of business processes
  • Ability to educate on digital banking options
  • Strong verbal and written communication

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

Cover Letter