Senior Premier Banker-syosset, Ny

Wells Fargo

Syosset, NY, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition and retention
The role involves proactively acquiring new affluent customers and deepening existing relationships through outreach and pre-planned appointments

Job Summary

  • The role involves proactively acquiring new affluent customers and deepening existing relationships through outreach and pre-planned appointments.
  • Employees must advise customers on various financial options, manage risks, and ensure compliance with applicable laws and regulations.
  • Wells Fargo offers robust benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement to support work-life balance.

Matching Summary

The role involves proactively acquiring new affluent customers and deepening existing relationships through outreach and pre-planned appointments.

Salary

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

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive client acquisition and retention
  • Complex financial product recommendation
  • Compliance with banking regulations

Nice-to-have

  • Experience in affluent consumer banking
  • Small business advisory services knowledge
  • Mentoring and peer-coaching skills
  • Digital banking adoption promotion
  • Strong business acumen for consulting

Key Requirements

  • 4+ years customer service experience
  • 3+ years relationship management experience
  • FINRA Series 6 and 63 exams (or completion)
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

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