Senior Premier Banker Heritage Green Denovo

Wells Fargo

Grow and deepen affluent customer relationships
Provide comprehensive financial strategies
Manage a defined book of business
This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact

Job Summary

  • This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact.
  • Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking.
  • Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions.

Matching Summary

This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact.

Skills & Requirements

Must-have

  • Grow and deepen affluent customer relationships
  • Provide comprehensive financial strategies
  • Manage a defined book of business
  • Champion digital adoption for customers
  • Adhere to risk and compliance policies

Nice-to-have

  • Lead with advice and discovery
  • Collaborate with internal partners
  • Invest in community and authentic self

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)

Work Rights

Not specified

Tailored Resume

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