Premier Banker Monroe Mall

Wells Fargo

Monroe, NC, US
Not specified; not specified; competitive compensa...
Not specified
4+ years customer service experience
3+ years relationship building
Proactive customer outreach
Wells Fargo is seeking a Senior Branch Premier Banker to manage and deepen relationships with affluent customers in Monroe, NC. The role requires strong relationship-building skills and financial acumen to deliver comprehensive banking solutions, with a focus on customer engagement and proactive outreach

Job Summary

  • This role serves as the primary point of contact for affluent customers, translating their goals into comprehensive financial strategies across multiple banking products.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being through the 'Well Life' initiative.
  • Success in this position requires owning a defined book of business while collaborating with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Branch Premier Banker to manage and deepen relationships with affluent customers in Monroe, NC. The role requires strong relationship-building skills and financial acumen to deliver comprehensive banking solutions, with a focus on customer engagement and proactive outreach.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • Proactive customer outreach
  • Risk management and compliance
  • Digital adoption education

Nice-to-have

  • Experience coaching peers
  • Empathetic communication style
  • Strong internal partnership skills
  • Authentic self-expression
  • Community investment focus

Key Requirements

  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE registration required at employment
  • Series 65 for specific states
  • Enhanced financial fitness standards

Work Rights

Not specified

Tailored Resume

Cover Letter