Senior Premier Banker - Vista

Wells Fargo

Vista, California, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
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Proactively acquire new customers
Deepen existing relationships
Advise customers on financial options
** Wells Fargo is seeking a Senior Premier Banker in Vista, California, to enhance customer relationships and provide tailored financial services. The ideal candidate should have extensive experience in customer service and financial services, along with strong relationship-building skills. **

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 work-life balance.
  • Employees will proactively acquire new affluent customers, deepen existing relationships, and advise clients on financial options while managing risks and ensuring compliance with regulations.
  • The company offers a comprehensive benefits package including health benefits, 401(k) Plan, paid time off, and various insurance options.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Senior Premier Banker in Vista, California, to enhance customer relationships and provide tailored financial services. The ideal candidate should have extensive experience in customer service and financial services, along with strong relationship-building skills. **

Salary

Base: $37.00 - $65.50; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Proactively acquire new customers
  • Deepen existing relationships
  • Advise customers on financial options
  • Manage risks and ensure compliance
  • Build relationships with colleagues and clients

Nice-to-have

  • Customer service focus
  • Strong business acumen
  • Proactively sourcing and acquiring customers
  • Mentoring and peer-coaching others
  • Educate customers on digital banking

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)
  • 3+ years licensed financial services experience
  • SAFE registration

Work Rights

Not specified

Tailored Resume

Cover Letter