Senior Premier Banker Boerne & Mb Boerne, Tx

Wells Fargo

Boerne, Texas, US
Hybrid
Acquire new affluent customers
Deepen existing relationships
Advise on financial options
Wells Fargo is seeking a Senior Branch Premier Banker in Boerne, Texas, to enhance customer relationships and provide tailored financial solutions. The role requires significant customer service experience and the ability to manage complex client needs while ensuring compliance with financial regulations

Job Summary

  • Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
  • Employees are supported in life, not just work, with robust benefits, competitive compensation, and programs for work-life balance and well-being.
  • This role involves proactively acquiring new affluent customers, deepening existing relationships, and advising on financial solutions while managing risks and compliance.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Branch Premier Banker in Boerne, Texas, to enhance customer relationships and provide tailored financial solutions. The role requires significant customer service experience and the ability to manage complex client needs while ensuring compliance with financial regulations.

Skills & Requirements

Must-have

  • Acquire new affluent customers
  • Deepen existing relationships
  • Advise on financial options
  • Manage risks and compliance
  • Build branch colleague relationships

Nice-to-have

  • Proactive customer outreach
  • Leverage digital banking
  • Peer-coaching and mentoring

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 required
  • Loan Originator (LO) requirements

Work Rights

Not specified

Tailored Resume

Cover Letter