Senior Branch Premier Banker -tollgate Plaza Branch- Bel Air, Md

Wells Fargo

Bel Air, MD, USA
Base: $34.00 - $60.00; bonus/equity: incentive opp...
Acquire new affluent customers
Deepen existing customer relationships
Advise on financial options and services
Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and competitive compensation

Job Summary

  • Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and competitive compensation.
  • In this role, you will proactively acquire new affluent customers, deepen existing relationships, advise on financial options, and manage risks while adhering to policies and regulations.
  • The company offers a comprehensive benefits package including health benefits, 401(k) Plan, paid time off, and tuition reimbursement.

Matching Summary

Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and competitive compensation.

Salary

Base: $34.00 - $60.00; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Acquire new affluent customers
  • Deepen existing customer relationships
  • Advise on financial options and services
  • Manage risks and ensure compliance
  • Build relationships with colleagues and partners

Nice-to-have

  • Proactive outreach and appointments
  • Customer service focus
  • Strong business acumen
  • Mentoring and peer-coaching

Key Requirements

  • 4+ years customer service experience
  • 3+ years building customer relationships
  • 3+ years recommending products/services
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE registration

Work Rights

Not specified

Tailored Resume

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