Senior Premier Banker Alexandria District

Wells Fargo

Arlington, VA, US
Acquire new affluent customers
Deepen existing relationships
Advise on financial options
Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance

Job Summary

  • Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.
  • Employees will proactively acquire new affluent customers, deepen existing relationships, advise on financial options, and manage client relationships while adhering to policies and procedures.
  • This role requires successful completion of licensing requirements, including FINRA Series 6 and 63 exams, and adherence to SAFE Mortgage Licensing Act regulations.

Matching Summary

Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.

Skills & Requirements

Must-have

  • Acquire new affluent customers
  • Deepen existing relationships
  • Advise on financial options
  • Manage client relationships
  • Adhere to policies and procedures

Nice-to-have

  • Proactively source and build relationships
  • Provide financial services consultation
  • Peer-coaching and mentoring others
  • Drive innovation and empower communities

Key Requirements

  • 4+ years customer service experience
  • 3+ years building customer relationships
  • 3+ years recommending products/services
  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE registration

Work Rights

Not specified

Tailored Resume

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