Senior Premier Banker

5 days ago

Vienna, Virginia, United States WELLS FARGO BANK Full time
About This Role

We are seeking a highly skilled and experienced Senior Branch Premier Banker to join our team at Wells Fargo Bank. As a key member of our Consumer and Small Business Banking division, you will be responsible for building and maintaining strong relationships with affluent customers, providing them with tailored financial solutions and services to meet their unique needs.

Key Responsibilities
  • Proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments
  • Analyze customer concerns and resolve them through discretionary application of applicable resolution protocols
  • Escalate banking-related issues or business risks that require 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
  • 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 moderately complex to 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
Preferred 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

  • Senior Premier Banker

    2 weeks ago

    Vienna, Virginia, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Banker to join our team at Quality Talent Group. As a Senior Premier Banker, you will be responsible for building and maintaining strong relationships with our affluent customers, providing them with personalized financial solutions and services.Key ResponsibilitiesCustomer...

  • Senior Premier Banker

    2 weeks ago

    Vienna, Virginia, United States WELLS FARGO BANK Full time

    About This RoleWells Fargo is seeking a highly skilled and experienced Senior Branch Premier Banker to join our team in Consumer and Small Business Banking. As a Senior Branch Premier Banker, you will be responsible for building and maintaining strong relationships with affluent customers and small business owners, providing them with personalized financial...

  • Bilingual Mortgage Banking Associate

    3 weeks ago

    Vienna, Virginia, United States The Federal Savings Bank Full time

    Job OverviewThe Federal Savings Bank, a prominent national financial institution and mortgage lender, is in search of a Spanish-speaking Mortgage Banker Assistant to provide essential support to the Senior Vice President and the residential lending team. This role is ideal for recent college graduates or individuals eager to embark on a career in the...

  • Senior Cartographer

    5 days ago

    Vienna, Virginia, United States Leidos Full time

    Senior Cartographer OpportunityWe are seeking a highly skilled Senior Cartographer to join our team at Leidos, supporting a U.S. federal government intelligence agency. As a Senior Cartographer, you will work closely with analysts to understand their requirements and utilize your cartography skills to enhance and convey analytic thoughts and assessments.Key...

  • Senior Cartographer

    6 days ago

    Vienna, Virginia, United States Leidos Full time

    {"title": "Senior Cartographer", "description": "Unlock Your Potential as a Senior CartographerLeidos is seeking a highly skilled Senior Cartographer to join our team supporting a U.S. federal government intelligence agency. As a Senior Cartographer, you will work closely with analysts to understand their requirements and use your cartography skills to...

  • Senior Cartographer

    6 days ago

    Vienna, Virginia, United States Leidos Full time

    Senior Cartographer OpportunityWe are seeking a highly skilled Senior Cartographer to join our team at Leidos, supporting a U.S. federal government intelligence agency. As a Senior Cartographer, you will work closely with analysts to understand their requirements and utilize your cartography skills to enhance and convey analytic thoughts and assessments.Key...

  • Bilingual Mortgage Banking Associate

    3 weeks ago

    Vienna, Virginia, United States The Federal Savings Bank Full time

    Job OverviewThe Federal Savings Bank, a prominent national banking institution and mortgage lender, is in search of a Spanish-Speaking Mortgage Banker Assistant to provide essential support to the Senior Vice President and the residential lending team. This role is ideal for recent college graduates or individuals eager to embark on a career in the mortgage...

  • Bilingual Mortgage Banking Associate

    3 weeks ago

    Vienna, Virginia, United States The Federal Savings Bank Full time

    Job OverviewThe Federal Savings Bank, a prominent national financial institution and mortgage lender, is seeking a Spanish-Speaking Mortgage Banker Assistant to provide essential support to the Senior Vice President and the residential lending team. This role is ideal for recent graduates or individuals eager to embark on a career in the mortgage...

  • Senior Financial Consultant

    3 weeks ago

    Vienna, Virginia, United States Tria Federal (Tria) Full time

    Senior Financial Consultant - Management and Accounting SolutionsCompany Overview:Tria Federal (Tria) stands as a premier provider of IT and advisory solutions tailored for federal agencies across Civilian, Defense, and Intelligence sectors. Our commitment is to empower government entities to enhance their operational capabilities and adapt to evolving...

  • Senior Financial Specialist

    3 weeks ago

    Vienna, Virginia, United States Markon Solutions Full time

    Job Title Senior Accountant Job Overview Markon Solutions, a distinguished consulting firm established in 2007, is headquartered in Falls Church, Virginia. Our team spans across multiple states and international locations, providing support to the intelligence community, defense, civilian sectors, and commercial clients. We are dedicated to enhancing our...

  • Senior Grid Solutions Architect

    3 weeks ago

    Vienna, Virginia, United States M.C. Dean, Inc. Full time

    Control Engineer 4 Tysons, VirginiaM.C. Dean, Inc. is at the forefront of Building IntelligenceTM, serving as a premier provider of cyber-physical systems. Our mission encompasses the design, construction, operation, and maintenance of critical solutions for some of the nation's most significant facilities, secure environments, and complex infrastructures....

  • Senior Technical Program Manager

    3 weeks ago

    Vienna, Virginia, United States Seneca Resources Full time

    Position Overview:Our esteemed client is seeking a Senior Technical Program Manager to drive strategic initiatives.Location: Remote with occasional in-office collaboration.Role Summary:The primary objective of this role is to facilitate the achievement of strategic goals by managing the delivery of intricate, technology-centric programs across various...

  • Senior Medical Esthetician

    7 days ago

    Vienna, Virginia, United States Kalologie Tysons Corner Full time

    About Kalologie Tysons CornerKalologie Tysons Corner is a premier provider of medical aesthetic treatments, rejuvenating skin care, and results-oriented body treatments. Our team is dedicated to helping clients look and feel their best.Job SummaryWe are seeking a highly skilled Medical Esthetician with CoolSculpting experience and strong leadership skills to...

  • Senior Medical Esthetician

    7 days ago

    Vienna, Virginia, United States Kalologie Tysons Corner Full time

    About Kalologie Tysons CornerKalologie Tysons Corner is a premier provider of medical aesthetic treatments, rejuvenating skin care, and results-oriented body treatments. We are a rapidly growing company with a strong focus on delivering exceptional client experiences.Job SummaryWe are seeking a highly skilled Medical Esthetician with strong leadership...

  • Senior Accountant, CPA

    3 weeks ago

    Vienna, Virginia, United States Alta It Services Full time

    Company OverviewALTA IT Services is a fully owned subsidiary of System One, recognized as a premier provider of specialized workforce solutions and integrated services. About ALTAALTA stands as a prominent leader in IT Staffing and Services, catering to both governmental and commercial sectors across the United States. Our expertise encompasses Program &...

  • Senior eCommerce Strategy Analyst

    3 weeks ago

    Vienna, Virginia, United States McFadyen Digital Full time

    Job OverviewCompany Overview:McFadyen Digital stands as a premier consultant and implementer of eCommerce Marketplace solutions. With over 15 years of experience in the marketplace sector, we have developed numerous platforms that collectively generate billions in gross merchandise value (GMV). We proudly support a significant portion of the Fortune 500 in...

  • Sales Operations Specialist

    3 weeks ago

    Vienna, Virginia, United States Alarm Full time

    Position Overview: We are looking for a motivated and self-sufficient professional who is fluent in both English and Spanish to become a part of our International Sales Operations division. Role Responsibilities: Collaborate directly with the sales and operations teams to enhance processes.Oversee supply chain protocols to ensure optimal delivery...

  • Training Services Sales Consultant

    3 weeks ago

    Vienna, Virginia, United States Red Hat Full time

    Position OverviewThe Red Hat Training and Certification division is seeking a dedicated Training Services Account Specialist. This team is recognized for its excellence in customer engagement, focusing on enhancing client loyalty through premier training offerings in the IT sector. In this role, you will be instrumental in achieving financial targets by...

  • Account Specialist for Training Services

    3 weeks ago

    Vienna, Virginia, United States Red Hat Full time

    Position OverviewThe Red Hat Training and Certification division is seeking a dedicated Training Specialist. This team is recognized for its excellence in customer engagement, aiming to enhance client retention through premier offerings in the IT sector. As a Training Specialist, your primary focus will be on achieving financial targets by securing new...

  • Facility Security Officer

    1 week ago

    Vienna, Virginia, United States ActioNet Full time

    Job SummaryActioNet is seeking a highly motivated and organized individual to serve as the Facility Security Officer (FSO) to ensure full-scope program support and compliance. The FSO will be responsible for ensuring the company's adherence to policies, practices, and procedures of the 32 CFR Part 117 "NISPOM Rule" for implementing the policies, practices,...