Senior Premier Relationship Manager

4 days ago


Utah, United States Wells Fargo Bank Full time
About this role: As a Senior Premier Relationship Manager at Wells Fargo Bank, you will play a crucial part in building and maintaining relationships with affluent customers. Your primary responsibility will be to acquire new customers and deepen existing relationships through outreach and pre-planned appointments.

Your Key Responsibilities:
  • You will review and analyze moderately complex to complex customer concerns for possible resolution using discretionary application of applicable resolution protocols.
  • You will escalate banking-related issues or business risks that require an in-depth evaluation of multiple factors.
  • You will advise customers on various aspects of recommended and available financial options and services.
  • You will maintain deep knowledge and understanding of Wells Fargo's banking, credit, and investment financial solutions and services.
  • You will 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.
  • You will understand and manage risks in the business by adhering to policies, procedures, and controls and ensuring compliance with applicable laws, rules, and regulations.
  • You will 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.
  • You will build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially.
  • You will exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking options and services to meet changing circumstances.
  • You will be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs.

Salary: $85,000 - $120,000 per year

Required Skills and Qualifications:
  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • For certain states, FINRA Series 65 (or equivalent) will also be required for immediate registration.
  • State Insurance license(s) are required for this role and must be completed within a specified period of time determined by the required number of licenses to be obtained and will be communicated to the candidate upon offer acceptance.

Benefits:
  • Health, dental, and vision insurance
  • 401(k) matching
  • Flexible paid time off
  • Tuition reimbursement

Others: Wells Fargo is an equal opportunity employer committed to diversity and inclusion.

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