Senior Premier Banker Westside

Wells Fargo

Santa Monica, CA, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Proactively acquire new affluent customers
Deepen existing customer relationships
Analyze moderately complex customer concerns
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 will advise customers on various financial options, partner with peers in mortgage and wealth management, and manage risks by adhering to strict compliance protocols.
  • Wells Fargo offers robust benefits including health coverage, 401(k) plans, paid time off, and a culture focused on work-life balance and community investment.

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: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities eligible; Benefits: Comprehensive health, 401(k), paid time off, tuition reimbursement

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Deepen existing customer relationships
  • Analyze moderately complex customer concerns
  • Adhere to banking policies and risk controls
  • Manage client financial goals and needs

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate on digital banking
  • High motivation to meet team objectives
  • Authentic self-expression in workplace

Key Requirements

  • 4+ years of customer service experience
  • 3+ years building effective customer relationships
  • FINRA Series 6 and 63 exams required
  • State Insurance license(s) required
  • SAFE registration and NMLS compliance
  • Clean background and credit check

Work Rights

Not specified

Tailored Resume

Cover Letter