Senior Premier Banker
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • United States
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Salary
💰 $37,000 - $65,500 per hour
Job Level
About the role
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
- Escalate banking related issues or business risks that require an in-depth evaluation
- Advise customers on various aspects of recommended and available financial options and services
- Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
- Identify client needs and goals for business, mortgage, retirement, and investment services
- Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
- Understand and manage risks in the business by adhering to policies, procedures and controls
- Collect information directly from customers regarding income, assets, investments, and credit
- Analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs
- Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
- Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals
Requirements
- 4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
- Financial services industry experience in one or a combination of corporate, consumer, mortgage, investments, brokerage, or private banking
- Experience recommending financial services products and services
- Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
- State Insurance license(s)
- Customer service focus with experience handling complex transactions across multiple systems
- Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicerelationship managementfinancial analysisrisk managementfinancial planningproduct recommendationtransaction handlingcompliance controlsloss preventioninvestment services
Soft Skills
communicationjudgmentdiscretionproblem-solvingcollaborationcustomer focusinterpersonal skillsorganizational skillsproactive outreachrelationship building
Certifications
FINRA Series 6FINRA Series 63State Insurance license