Senior Branch Premier Banker Greater Montgomery District

Wells Fargo

Greater Montgomery District, US
Base: $38.00 - $65.50; bonus/equity: incentive opp...
4+ years customer service experience
3+ years relationship building experience
Proactive acquisition of affluent clients
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 are expected to advise customers on various financial options including banking, credit, investments, and mortgage services while adhering to strict risk management protocols.
  • Wells Fargo offers a comprehensive benefits package including health insurance, 401(k) plans, paid time off, and tuition reimbursement as part of their commitment to employee well-being.

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: $38.00 - $65.50; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), PTO, and more

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive acquisition of affluent clients
  • Analysis of moderately complex concerns
  • Compliance with banking policies and regulations

Nice-to-have

  • Experience in corporate or private banking
  • Strong business acumen for small business consulting
  • Ability to mentor and peer-coach colleagues
  • Proficiency with digital self-service options
  • High motivation to meet team objectives

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

Cover Letter