Senior Premier Banker Irvine

Wells Fargo

Irvine, CA, USA
Base: $37.00 - $65.50; bonus/equity: incentive opp...
Acquire new affluent customers
Deepen existing relationships
Advise on financial options
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments

Job Summary

  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.
  • Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.

Matching Summary

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.

Salary

Base: $37.00 - $65.50; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Acquire new affluent customers
  • Deepen existing relationships
  • Advise on financial options
  • Manage client relationships
  • Adhere to policies and procedures

Nice-to-have

  • Proactively source customers
  • Build relationships with colleagues
  • Provide guidance to branch employees
  • Invest in your community

Key Requirements

  • 4+ years of customer service experience
  • 3+ years of experience building relationships
  • 3+ years of experience recommending products
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)

Work Rights

Not specified

Tailored Resume

Cover Letter