Senior Premier Banker-kingston, Ny

Wells Fargo

Kingston, NY, USA
Base: $34.00 - $60.00; bonus/equity: incentive opp...
Proactively acquire new customers
Deepen existing relationships
Advise customers on financial options
Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance

Job Summary

  • Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.
  • Employees will proactively acquire new affluent consumer and small business customers, deepen existing relationships, and advise customers on various financial options and services.
  • The role requires adherence to Wells Fargo sales practices risk management culture and ongoing compliance with FINRA and SAFE registration requirements.

Matching Summary

Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.

Salary

Base: $34.00 - $60.00; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • proactively acquire new customers
  • deepen existing relationships
  • advise customers on financial options
  • manage risks and compliance
  • build relationships with colleagues and partners

Nice-to-have

  • customer service focus
  • strong business acumen
  • mentoring and peer-coaching others
  • proactively sourcing and acquiring customers

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
  • Loan Originator (LO) requirements

Work Rights

Not specified

Tailored Resume

Cover Letter