Wellsfargo Careers – Premier Banker

Wells Fargo

Job Description:

As a Premier Banker at Wells Fargo you will be responsible for servicing and building relationships with affluent customers. You will work proactively to engage customers to understand what is most important to them and help with their complex needs. Premier Bankers work with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help affluent customers succeed financially.

Job Responsibilities:

  • Maintain deep knowledge of bank products and services
  • Build relationships with affluent customers through asking questions to learn about their financial needs, share how Wells
  • Fargo can help, follow up, proactive outreach, and appointments.
  • Build relationships with branch team members and partners and work together to best serve customers
  • Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.
  • Complete service requests, establish new accounts, and submit credit applications
  • Make introductions to partners to help meet customer’s broader financial needs
  • Help resolve customer concerns and escalate issues as needed
  • Explain and demonstrate self-service digital options to customers

Job Requirements:

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Ability to influence, educate, and connect customer to technology and share the value of digital banking options
  • Ability to interact with integrity and professionalism with customers and team members
  • Knowledge and understanding of compliance controls, risk management and loss prevention
  • Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
  • State Life Insurance license(s)
  • Ability to follow policies, procedures, and regulations
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Customer service focus with experience handling complex transactions across multiple systems
  • Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

Qualification & Experience:

  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • 2+ years of financial services industry experience or 1+ year experience in a licensed financial services position
  • Experience building and maintaining effective relationships with customers and internal partners
  • Experience mentoring and peer-coaching others

Job Details:

Company: Wells Fargo

Vacancy Type: Full-time

Job Functions: Management

Job Location: San Antonio, TX, US

Application Deadline: N/A

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