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.
Wells Fargo offers robust benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement as part of the Well Life culture.
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
Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), paid time off, and tuition reimbursement
Skills & Requirements
Must-have
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition skills
Risk management and compliance adherence
Complex transaction handling
Nice-to-have
Experience with affluent consumer markets
Small business consulting expertise
Mentoring and peer-coaching abilities
Digital banking education skills
Strong verbal communication skills
Key Requirements
FINRA Series 6 and 63 exams required or completion within specified period
State Insurance license(s) required within specified period
SAFE Mortgage Licensing Act registration required
4+ years of customer service experience
3+ years of experience building customer relationships