Relationship Banker Grand & Reems Surprise Az

Wells Fargo

Surprise, AZ, US
**
Grow and deepen customer relationships
Deliver integrated financial solutions
Proactive customer engagement
** Wells Fargo is seeking a Senior Branch Premier Banker in Surprise, AZ, to manage relationships with affluent customers and provide comprehensive financial strategies. The ideal candidate will have a strong background in customer service, relationship management, and financial product recommendations, with a focus on proactive outreach and collaboration across banking services. **

Job Summary

  • This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services.
  • You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking.
  • Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Senior Branch Premier Banker in Surprise, AZ, to manage relationships with affluent customers and provide comprehensive financial strategies. The ideal candidate will have a strong background in customer service, relationship management, and financial product recommendations, with a focus on proactive outreach and collaboration across banking services. **

Skills & Requirements

Must-have

  • grow and deepen customer relationships
  • deliver integrated financial solutions
  • proactive customer engagement
  • manage a book of business
  • digital tools and training support

Nice-to-have

  • lead with advice
  • authentic self
  • work-life balance
  • community investment
  • holistic multi-product solutions

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)

Work Rights

Not specified

Tailored Resume

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