Senior Branch Premier Banker - Southampton

Wells Fargo

Southampton, NY, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
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

Job Summary

  • The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach.
  • Employees must advise customers on financial options, manage risks by adhering to strict policies, and partner with peers to meet client goals.
  • Wells Fargo offers a comprehensive benefits package including health insurance, 401(k) plans, and tuition reimbursement for eligible employees.

Matching Summary

The role involves proactively acquiring new affluent consumer and small business customers while deepening existing relationships through outreach.

Salary

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

Skills & Requirements

Must-have

  • Proactively acquire new affluent customers
  • Deepen existing customer relationships
  • Analyze moderately complex customer concerns
  • Adhere to banking compliance and risk policies

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate on digital banking options

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 Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z

Work Rights

Not specified

Tailored Resume

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