Senior Premier Banker Space Coast

Wells Fargo

Rockledge, FL, US
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition skills
The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments

Job Summary

  • The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments.
  • Employees must maintain deep knowledge of Wells Fargo's banking, credit, and investment solutions to advise customers on various financial options and services.
  • Wells Fargo is recognized as a top employer offering robust benefits, competitive compensation, and programs designed to help employees find work-life balance.

Matching Summary

The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments.

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 skills
  • Risk management and compliance adherence
  • Complex transaction handling

Nice-to-have

  • Mentoring and peer-coaching abilities
  • Strong business acumen for small business
  • Experience with digital banking options
  • Authentic self-expression culture fit
  • Community investment focus

Key Requirements

  • FINRA Series 6 and 63 exams required or completed within specified period
  • State Insurance license(s) required
  • SAFE Mortgage Licensing Act registration required
  • Loan Originator requirements under Regulation Z
  • Acceptable background investigation results

Work Rights

Not specified

Tailored Resume

Cover Letter