Senior Premier Banker- Southern Westchester

Wells Fargo

Bronx, NY, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
Not specified (assumed in-branch, as the role is customer-facing)
Proactive customer acquisition and relationship deepening
Delivering tailored banking and credit strategies
Managing a defined book of business
Wells Fargo is seeking a Senior Branch Premier Banker in Bronx, NY, to manage relationships with affluent customers and those with complex financial needs. The role focuses on deepening client relationships through tailored financial strategies and proactive outreach, offering a pathway for career growth in a supportive environment

Job Summary

  • This role serves as the primary point of contact for affluent customers, translating their goals into comprehensive financial strategies across multiple product lines.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
  • Success in this position requires strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners to deliver a differentiated customer experience.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Branch Premier Banker in Bronx, NY, to manage relationships with affluent customers and those with complex financial needs. The role focuses on deepening client relationships through tailored financial strategies and proactive outreach, offering a pathway for career growth in a supportive environment.

Salary

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

Skills & Requirements

Must-have

  • Proactive customer acquisition and relationship deepening
  • Delivering tailored banking and credit strategies
  • Managing a defined book of business
  • Coordinating with Wealth and Home Lending teams
  • Championing digital adoption for customers

Nice-to-have

  • Experience coaching or supporting peers
  • Ability to communicate clearly and confidently
  • Building credibility and trust quickly
  • Demonstrated empathy in customer interactions

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 required at employment
  • SIE exam required if FINRA exams after Sept 2018

Work Rights

Not specified

Tailored Resume

Cover Letter