Premier Banker Bellaire & Rice

Wells Fargo

Bellaire, TX, US
Acquire new affluent customers
Deepen existing relationships
Advise customers 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.
  • Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.

Matching Summary

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

Skills & Requirements

Must-have

  • acquire new affluent customers
  • deepen existing relationships
  • advise customers on financial options
  • manage client relationships
  • proactive customer outreach

Nice-to-have

  • strong risk mitigating culture
  • compliance-driven culture
  • proactive monitoring and escalation
  • sound risk decisions

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

Cover Letter