Senior Premier Banker Powell St/emeryville

Wells Fargo

Base: $37.00 - $65.50; bonus/equity: not specified...
Affluent customer relationships
Financial strategy development
Multi-product banking solutions
Serves as the primary financial partner for affluent customers, delivering comprehensive, multi-product guidance

Job Summary

  • Serves as the primary financial partner for affluent customers, delivering comprehensive, multi-product guidance.
  • Owns and grows a defined book of business, leveraging goals-based planning and prudent risk oversight.
  • Supported with digital tools, industry-leading training, and ongoing coaching to deliver a differentiated customer experience.

Matching Summary

Serves as the primary financial partner for affluent customers, delivering comprehensive, multi-product guidance.

Salary

Base: $37.00 - $65.50; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • affluent customer relationships
  • financial strategy development
  • multi-product banking solutions
  • proactive outreach
  • customer retention
  • team collaboration

Nice-to-have

  • coaching skills
  • digital adoption
  • relationship building
  • client-centric mindset

Key Requirements

  • 4+ years of customer service experience
  • 3+ years of relationship-building experience
  • 3+ years of product recommendation experience
  • FINRA Series 6 and 63 licenses
  • State Insurance license(s)

Work Rights

Must have US citizenship or valid work authorization

Tailored Resume

Cover Letter