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 offers robust benefits including health coverage, a 401(k) plan, paid time off, and tuition reimbursement as part of their commitment to employee well-being.
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
Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Health benefits, 401(k), paid time off, disability, life insurance, parental leave, commuter benefits, tuition reimbursement
Skills & Requirements
Must-have
Proactively acquire new affluent customers
Deepen existing customer relationships
Analyze moderately complex customer concerns
Adhere to banking policies and regulations
Manage client relationships with independent judgment
Nice-to-have
Experience mentoring branch colleagues
Strong business acumen for small business clients
Ability to educate customers on digital banking
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 required
Clean background check and financial fitness standards