Senior Premier Banker-mainline

Wells Fargo

Bryn Mawr, PA, US
Not specified; competitive compensation mentioned;...
Proactively acquire new affluent customers
Analyze moderately complex customer concerns
Adhere to banking policies and regulations
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships

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 various financial options, identifying client needs for business, mortgage, retirement, and investment services, and partnering with specialized teams to meet goals.
  • Employees must maintain deep knowledge of banking solutions, manage risks by adhering to strict compliance controls, and exercise independent judgment in managing client relationships.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.

Salary

Not specified; Competitive compensation mentioned; Robust benefits offered

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Analyze moderately complex customer concerns
  • Adhere to banking policies and regulations
  • Manage risks in the business unit
  • Provide customized financial plans

Nice-to-have

  • Experience with small business customers
  • Strong verbal and written communication skills
  • Ability to mentor peer colleagues
  • Knowledge of digital banking options
  • High motivation to meet team objectives

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter