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Tricia Hendrix
Community SpecialistBullet point
Community Specialist

Do you want to help others succeed and in doing so help your career grow?

As a Premier Banker 2 at Wells Fargo you will be responsible for servicing and building relationships with customers.

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What you will do

  • 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.
  • 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.
  • Explain and demonstrate self-service digital options to customers
  • Maintain deep knowledge of bank products and services
  • Build relationships with branch team members and partners and work together to best serve customers
  • 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

What they need from you

  • 3+ years of financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking; or - 2+ years of experience in a premier banker (SAFE) 1 position
  • Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

  • Have met the role's promotion assessment criteria
  • 1+ year of brokerage or wealth management experience
  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience building and maintaining effective relationships with customers and internal partners
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • State Life Insurance license(s) -Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers

Job location

  • 233 N 3rd St - Jacksonville Beach, FL

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This sounds like a perfect job for me

I am not in Florida but I want to work for Wells Fargo

#Wellsfargo #customerservice #jbsearch #florida #jacksonville #banker

over 3 years ago
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