Senior Premier Banker - Arlington District - Va

Wells Fargo

Arlington, VA, US
Not specified; competitive compensation mentioned;...
4+ years customer service experience
3+ years relationship building
Proactive client acquisition skills
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.
  • Ongoing employment is contingent upon meeting all SAFE registration requirements, including acceptable background investigation results and regulatory compliance standards.

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

Not specified; Competitive compensation mentioned; Robust benefits included

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • Proactive client acquisition skills
  • Risk management and compliance adherence
  • Complex transaction handling

Nice-to-have

  • FINRA Series 6 and 63 exams completed
  • State Insurance license(s)
  • Experience with affluent client portfolios
  • Small business consulting expertise
  • Mentoring and peer-coaching abilities

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Current FINRA Series 6 and 63 registration or completion within specified period
  • State Insurance license(s) required
  • SAFE Mortgage Licensing Act compliance
  • Loan Originator qualification under Regulation Z

Work Rights

Not specified

Tailored Resume

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