Senior Premier Banker North Cape

Wells Fargo

Cape Coral, FL, USA
**
Acquire new affluent customers
Deepen existing relationships
Advise on financial options
** Wells Fargo is seeking a Senior Premier Banker for their Cape Coral branch, focusing on acquiring affluent consumer and small business customers while deepening existing relationships. The role requires customer service experience, relationship management skills, and adherence to compliance regulations, with a pathway to obtain necessary financial licenses. **

Job Summary

  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
  • Advise customers on various aspects of recommended and available financial options and services.
  • Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Senior Premier Banker for their Cape Coral branch, focusing on acquiring affluent consumer and small business customers while deepening existing relationships. The role requires customer service experience, relationship management skills, and adherence to compliance regulations, with a pathway to obtain necessary financial licenses. **

Skills & Requirements

Must-have

  • acquire new affluent customers
  • deepen existing relationships
  • advise on financial options
  • manage client relationships
  • customer service experience

Nice-to-have

  • drive innovation
  • empowering communities
  • work-life balance
  • authentic self
  • peer-coaching others

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

Work Rights

Not specified

Tailored Resume

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