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
Please be warned there's a gentleman out they're requesting our emails saying that he's from a bank in Ghana and has millions of dollars to give. This is bull bull bull do not buy into this scam I get at least one of these scam letters a month telling me how I can help someone in a bank in another country get money meanwhile all they want is your money don't do it
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