Senior Premier Banker Silicon Peak

Wells Fargo

San Jose, CA, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
4+ years customer service experience
3+ years relationship building experience
Proactive acquisition of affluent clients
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships through outreach and pre-planned appointments.
  • The role requires advising customers on various financial options including banking, credit, investments, and retirement services while partnering closely with peers to meet client goals.
  • Employees are offered robust benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement as part of the company's commitment to work-life balance.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire 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 available; Benefits: Health, 401(k), PTO, disability, life insurance, parental leave, commuter benefits, tuition reimbursement

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive acquisition of affluent clients
  • Analysis of moderately complex customer concerns
  • Compliance with SAFE Mortgage Licensing Act
  • Adherence to risk management policies

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate customers on digital banking
  • High motivation to meet team objectives
  • Proficiency in handling complex transactions

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • FINRA Series 6 and 63 exams required
  • State Insurance license(s) required
  • SAFE registration and NMLS MU4R completion
  • Clean background and credit check results

Work Rights

Not specified

Tailored Resume

Cover Letter