Senior Premier Banker

6 days ago

West Lake Sammamish, Washington, United States Quality Talent Group Full time
About the Job

We are seeking a highly skilled Senior Premier Banker to join our team at Wells Fargo. As a Senior Premier Banker, you will be responsible for acquiring and deepening relationships with affluent customers, providing them with tailored financial solutions and services.

Key Responsibilities
  • Proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments
  • Review and analyze complex customer concerns for possible resolution through 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, then partner closely with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
  • Understand and manage risks in the business by adhering to policies, procedures, and controls and ensuring compliance with applicable laws, rules, and regulations
  • 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 and goals
  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
  • Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing complex client needs
Requirements
  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: 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
  • Desired Qualifications:
    • Financial services industry experience in one or a combination of the following: 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)
    • 3+ years of experience in a licensed financial services position
    • Customer service focus with experience handling complex transactions across multiple systems
    • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
    • Excellent verbal, written, and interpersonal communication skills
    • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
    • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
    • Ability to follow policies, procedures, and regulations
    • Ability to educate and connect customers to technology and share the value of self-service digital banking options
    • Experience using strong business acumen to provide financial services consultation to small business customers
    • Knowledge and understanding of financial services consumer lending products
    • Ability to interact with integrity and professionalism with customers and employees
    • High motivation with ability to successfully meet team objectives while maintaining individual performance
    • Experience mentoring and peer-coaching others
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including 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, and adoption reimbursement.

We are an equal opportunity employer and welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.

  • Travel Nurse RN

    2 weeks ago

    Moses Lake, Washington, United States SkyBridge Healthcare Full time

    Travel Nurse Opportunity with SkyBridge HealthcareType: Behavioral PsychologySkyBridge Healthcare is a premier staffing firm dedicated to matching outstanding talent with exceptional opportunities. Our commitment to excellence and our consultative approach has helped us become a leader in the Healthcare staffing industry.We are currently seeking a Registered...

  • Travel Nurse RN Position

    4 weeks ago

    Moses Lake, Washington, United States SkyBridge Healthcare Full time

    Behavioral Psychology RN Job OpportunityType: Behavioral PsychologySkyBridge Healthcare is seeking a Registered Nurse with Behavioral Psychology experience for a 13-week contract in WA.Key Responsibilities:Provide high-quality patient care with a focus on Behavioral PsychologyCollaborate with healthcare teams to develop and implement effective treatment...

  • Travel Nurse RN Position

    4 weeks ago

    Moses Lake, Washington, United States SkyBridge Healthcare Full time

    Behavioral Psychology RN Job OpportunityType: Behavioral PsychologySkyBridge Healthcare is seeking a Registered Nurse with Behavioral Psychology experience for a 13-week contract in Washington.Key Responsibilities:Provide high-quality patient care with a focus on Behavioral PsychologyCollaborate with healthcare teams to develop and implement effective...

  • Travel Nurse RN Position

    4 weeks ago

    Moses Lake, Washington, United States SkyBridge Healthcare Full time

    Behavioral Psychology RN Job OpportunityType: Behavioral PsychologySkyBridge Healthcare is seeking a Registered Nurse with Behavioral Psychology experience for a 13-week contract in WA.Key Responsibilities:Provide high-quality patient care with a focus on Behavioral PsychologyCollaborate with healthcare teams to develop and implement effective treatment...

  • Travel Nurse RN Position

    3 weeks ago

    Moses Lake, Washington, United States SkyBridge Healthcare Full time

    Job Title: Travel Nurse RNJob Type: Travel Nurse RNLocation: Moses Lake, WAJob Description:SkyBridge Healthcare is seeking a Registered Nurse with Behavioral Psychology experience for a 13-week contract in WA. As a premier staffing firm, we match outstanding talent with exceptional opportunities. Our commitment to excellence and consultative approach has...

  • Travel Nurse RN Position

    3 weeks ago

    Moses Lake, Washington, United States SkyBridge Healthcare Full time

    Job Title: Travel Nurse RNType: Behavioral PsychologySkyBridge Healthcare is seeking a Registered Nurse with Behavioral Psychology experience for a 13-week contract in WA.About the RoleWe are a premier staffing firm dedicated to matching outstanding talent with exceptional opportunities. Our commitment to excellence and consultative approach has helped us...

  • Senior Premier Banker

    3 weeks ago

    Sammamish, United States WELLS FARGO BANK Full time

    Job DescriptionJob DescriptionWhy Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a...

  • Senior Personal Banker

    3 weeks ago

    West Sacramento, California, United States First Northern Bank of Dixon Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Personal Banker to join our team at First Northern Bank of Dixon. As a Senior Personal Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking services to our customers,...

  • Personal Banker II or Senior

    4 months ago

    West Columbia, United States Synovus Full time

    Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to process t Personal Banker, Relationship Banker, Senior, Customer Service, Operations, Banker, Business Services

  • Senior Relationship Banker

    2 weeks ago

    Lake Placid, New York, United States NBT Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Banker to join our team at NBT Bank. As a key member of our banking team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide high-quality customer service and sales support to clients, ensuring their needs are met and...

  • Senior Relationship Banker

    4 weeks ago

    West Jefferson, North Carolina, United States First National Bank of Pennsylvania Full time

    Primary Office Location:1488 Mt. Jefferson Road, West Jefferson, North CarolinaKey Responsibilities:The Senior Relationship Banker will be responsible for executing traditional consumer banking tasks for retail banking customers. This includes executing branch leads according to consumer bank standards, successful execution of all customer transaction...

  • Caregiver/Resident Aide

    3 weeks ago

    West Seneca, United States Premier Senior Living Group Full time

    Join Our Team at Premier Senior LivingWe are seeking a compassionate and dedicated Caregiver/Resident Aide to join our team at Premier Senior Living. As a Personal Care Aide, you will play a vital role in providing assistance with activities of daily living to our residents, ensuring their comfort, dignity, and well-being.Key Responsibilities:Assist...

  • Premier Client Support Specialist

    4 months ago

    Salt Lake City, United States Zions Bank Full time

    ** Premier Client Support Specialist** **** New Zions Bank recognizes that its strength comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, were committed to being the premier employer of choice. Were proud to have ranked among American Banker magazines Best Banks to Work For every...

  • Branch Relationship Banker

    2 weeks ago

    Salt Lake, Utah, United States BankTalent HQ Full time

    {"title": "Relationship Banker - Foothill Branch", "content": "Transform Your Career with Zions BankZions Bank is committed to being the premier employer of choice, recognized for its dedication to employee excellence and community involvement. As a Relationship Banker in our Foothill Branch, you will play a key role in delivering exceptional customer...

  • Senior Relationship Banker

    1 week ago

    Lake Placid, New York, United States NBT Bank Full time

    Job SummaryNBT Bank is seeking a highly skilled Senior Relationship Banker to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and identifying opportunities to grow our business.Key ResponsibilitiesCustomer Service: Provide high-quality...

  • Senior Relationship Banker

    1 month ago

    West Chester, Pennsylvania, United States M&T Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Banker to join our team at M&T Bank. As a key member of our branch team, you will be responsible for building and maintaining strong relationships with our business customers, identifying their financial needs, and providing proactive sales solutions to meet those needs.Key...

  • Licensed Practical Nurse

    2 weeks ago

    West Seneca, United States Premier Senior Living Full time

    Job Title: Licensed Practical NurseWe are seeking a compassionate and skilled Licensed Practical Nurse to join our team at Premier Senior Living. As a LPN, you will play a vital role in delivering high-quality care to our residents, ensuring their physical, emotional, and social needs are met.Job Summary:The Licensed Practical Nurse (LPN) is responsible for...

  • Licensed Practical Nurse

    3 weeks ago

    West Seneca, United States Premier Senior Living Full time

    Job Title: Licensed Practical NurseWe are seeking a compassionate and skilled Licensed Practical Nurse (LPN) to join our team at Premier Senior Living. As an LPN, you will play a vital role in delivering high-quality care to our residents, ensuring their physical, emotional, and social needs are met.Job Summary:The LPN will be responsible for providing...

  • 3rd Shift Caregiver/Resident Aide

    5 months ago

    West Seneca, United States Premier Senior Living Group Full time

    Eden Heights of West Seneca 3rd Shift CAREGIVERS Full Time, Part Time CLASSIFICATION: NON EXEMPT WHY SHOULD YOU WORK FOR US? Flexibility, Education, Health Benefits, Tuition, Paid Time Off, 401K, and more. Choose this job if . . . You care about seniors . . . You want to learn skills that carry you into your future . . . You want to make a difference...

  • Senior Premier Relationship Manager

    4 weeks ago

    West Des Moines, Iowa, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively manage and build an assigned portfolio...

  • Senior Premier Relationship Manager

    4 weeks ago

    West Des Moines, Iowa, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our sales and service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesProactively manage and build an assigned...

  • Senior Premier Relationship Manager

    3 weeks ago

    West Des Moines, Iowa, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our premier clients, providing them with exceptional service and support to meet their financial needs.Key...

  • Licensed Practical Nurse 3-11

    5 months ago

    West Seneca, United States Premier Senior Living Group Full time

    Eden Heights of West Seneca LICENSED PRACTICAL NURSE (LPN) CLASSIFICATION: NON EXEMPT WHY SHOULD YOU WORK FOR US? Flexibility, Education, Health Benefits, Tuition, Paid Time Off, 401K, and more. Choose this job if . . . You care about seniors . . . You want to learn skills that carry you into your future . . . You want to make a difference in...

  • Branch Relationship Banker-Foothill

    2 weeks ago

    Salt Lake, Utah, United States BankTalent HQ Full time

    Transform Your Career with Zions BankZions Bank is committed to being the premier employer of choice, and we're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013. We're seeking a talented Branch Relationship Banker to join our team and help our clients feel welcome.Key Responsibilities:Provide...

  • Senior Premier Relationship Manager

    1 month ago

    West Des Moines, Iowa, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at the Bank of Montreal. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.Key...

  • Senior Premier Relationship Manager

    4 weeks ago

    West Des Moines, Iowa, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our mass affluent clients, providing them with tailored financial solutions and exceptional customer...