Senior Premier Banker Greater Vine District

Wells Fargo

Napa, CA, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Proactive customer relationship acquisition
Multi-product banking strategy delivery
Risk management and compliance adherence
This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive multi-product strategies across deposits, investments, and credit

Job Summary

  • This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive multi-product strategies across deposits, investments, and credit.
  • Wells Fargo offers a supportive environment with robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
  • Success in this position requires strong relationship acumen, proactive engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking.

Matching Summary

This role serves as the primary financial partner for affluent customers, translating their goals into comprehensive multi-product strategies across deposits, investments, and credit.

Salary

Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), paid time off, tuition reimbursement

Skills & Requirements

Must-have

  • Proactive customer relationship acquisition
  • Multi-product banking strategy delivery
  • Risk management and compliance adherence
  • Digital banking tool education for clients

Nice-to-have

  • Empathetic communication and trust building
  • Peer coaching and team collaboration
  • Holistic financial planning expertise
  • Authentic self-expression in workplace

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 registration required at employment start
  • Ability to work Saturdays

Work Rights

Not specified

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