The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach
Job Summary
The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach.
Employees are expected to advise customers on financial options, manage risks, and partner with peers in mortgage and wealth management to meet client goals.
Wells Fargo offers robust benefits including health coverage, a 401(k) plan, paid time off, and tuition reimbursement as part of the Well Life culture.
Matching Summary
The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach.
Salary
Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities eligible; Benefits: Comprehensive health, 401(k), PTO, and tuition reimbursement
Skills & Requirements
Must-have
Proactively acquire new affluent customers
Deepen existing customer relationships
Analyze complex customer concerns
Manage business and investment risks
Adhere to compliance policies and regulations
Nice-to-have
Experience mentoring branch colleagues
Strong business acumen for small business
Ability to educate on digital banking
High motivation to meet team objectives
Key Requirements
4+ years of customer service experience
3+ years building effective customer relationships