Senior Premier Banker-cheshire North, Connecticut

Wells Fargo

Cheshire, Connecticut, US
Base: $34.00 - $60.00 ph; bonus/equity: incentive ...
4+ years customer service experience
3+ years relationship building
Proactive client acquisition
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 must advise customers on various financial options, analyze their needs for mortgage, retirement, and investment services, and partner with specialized teams to meet goals.
  • Wells Fargo offers a comprehensive benefits package including health insurance, 401(k) plans, paid time off, and tuition reimbursement alongside a competitive base pay range.

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: $34.00 - $60.00 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), PTO, and tuition reimbursement

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • proactive client acquisition
  • complex transaction management
  • risk and compliance adherence

Nice-to-have

  • FINRA Series 6 and 63 exams
  • State Insurance license
  • small business consulting
  • mentoring branch colleagues
  • digital banking education

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • SAFE Mortgage Licensing Act registration
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • Acceptable background investigation results

Work Rights

Not specified

Tailored Resume

Cover Letter