Senior Premier Banker
16 hours ago
We are seeking a highly skilled and experienced Senior Premier Banker to join our team. As a Senior Premier Banker, you will be responsible for building and maintaining strong relationships with our 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
- 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
- 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
- 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 work a schedule that may include most Saturdays
- Adherence to Wells Fargo sales practices risk management culture
- Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
- For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
- State Insurance license(s) are required for this role and must be completed within a specified period
- Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
- Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
- A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
- This position is not eligible for Visa sponsorship
-
Senior Premier Banker
3 weeks ago
Alexandria, Virginia, United States Quality Talent Group Full timeAbout This 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 to meet their unique needs.Key...
-
Senior Premier Banker
2 weeks ago
Alexandria, Virginia, United States Quality Talent Group Full timeAbout This RoleWe are seeking a highly skilled and experienced Senior Branch Premier Banker to join our team at Wells Fargo. As a Senior Branch Premier Banker, you will be responsible for building and maintaining relationships with affluent customers, providing them with personalized banking solutions, and helping them achieve their financial goals.Key...
-
Recreation Program Manager
4 weeks ago
Alexandria, Virginia, United States Sunrise Senior Living Full timeCompany OverviewSunrise Senior Living has been recognized multiple times as a premier workplace by Activated Insights, underscoring our commitment to a positive work culture.LocationNorthern VA Metro AreaPosition Overview"Working at Sunrise is a unique experience, primarily due to the incredible team. We prioritize quality care in a homely atmosphere, always...
-
Executive Director/Community Leader
5 days ago
Alexandria, Virginia, United States Cogir Senior Living Full timeJob Title: Executive Director/AdministratorAt Cogir Senior Living, we are seeking an experienced and customer-focused Executive Director (Administrator) to join our team in one of our premier retirement communities in Alexandria, VA.Job SummaryThe Executive Director is responsible for ensuring the financial stability and operational excellence of the...
-
Executive Director
4 days ago
Alexandria, Virginia, United States Cogir Senior Living Full timeAbout the RoleCogir Senior Living is seeking an experienced and customer-focused Executive Director (Administrator) to join our team in one of our premier retirement communities in Alexandria, VA.Key ResponsibilitiesEnsure the financial stability of the community and manage the community's budget and cash flow.Oversee day-to-day operations within the...
-
Executive Director
19 hours ago
Alexandria, Virginia, United States Cogir Senior Living Full timeAbout the RoleCogir Senior Living is seeking an experienced and customer-focused Executive Director (Administrator) to join our team in one of our premier retirement communities in Alexandria, VA.Key ResponsibilitiesEnsure the financial stability of the community and manage the community's budget and cash flow.Supervise, direct, and motivate all department...
-
Recreation Program Coordinator
4 weeks ago
Alexandria, Virginia, United States Sunrise Senior Living Full timeAbout Sunrise Senior LivingSunrise Senior Living has been recognized as a premier workplace by Activated Insights, achieving this honor multiple times, which reflects the exceptional culture and environment we foster.LocationNorthern VA Metro AreaPosition Overview"Sunrise is an extraordinary place to work, primarily due to the incredible people. We deliver...
-
Senior SQL Database Administrator
2 weeks ago
Alexandria, Virginia, United States EDC Consulting Full time{"title": "Senior SQL Database Administrator", "content": "Job Title: Senior SQL Database AdministratorResponsibilities of the Senior SQL Database AdministratorEDC Consulting is seeking a highly skilled Senior SQL Database Administrator to support Army IT systems in Alexandria, VA. The successful candidate will be responsible for maintaining SQL Server...
-
Senior SQL Database Administrator
3 weeks ago
Alexandria, Virginia, United States EDC Consulting Full timeJob Title: Senior SQL Database AdministratorAbout the RoleWe are seeking a highly skilled Senior SQL Database Administrator to join our team at EDC Consulting. As a Senior SQL Database Administrator, you will be responsible for designing, installing, configuring, auditing, and maintaining highly available enterprise database systems.Key...
-
Senior Program Manager
4 weeks ago
Alexandria, Virginia, United States QinetiQ Full timeCompany OverviewWe are a premier team of specialists dedicated to delivering cutting-edge technology and products in robotic and autonomous systems, including ground, soldier, and maritime solutions across numerous global locations. Our efforts significantly contribute to pioneering research in sensor technology, signal processing, data integration,...
-
Senior SQL Database Administrator
7 days ago
Alexandria, Virginia, United States EDC Consulting Full timeJob Title: Senior SQL DBAAbout the Role:EDC Consulting is seeking a highly skilled Senior SQL Database Administrator to support Army IT systems in Alexandria, VA. The successful candidate will be responsible for maintaining SQL Server databases in enterprise environments consisting of approximately Windows servers.Key Responsibilities:Design, install,...
-
Senior AWS Solutions Architect
4 weeks ago
Alexandria, Virginia, United States Ashburn Consulting Full timeJob DescriptionCompany OverviewAshburn Consulting is a distinguished Small Business located in the Washington, DC metropolitan area, focusing on delivering advanced network and security solutions in intricate environments for a select clientele of government and commercial entities. Our company is recognized as a leader in the industry, comprising a highly...
-
Senior Audit Supervisor
4 weeks ago
Alexandria, Virginia, United States Castro and Company Full timeAbout Us:At Castro & Company, we pride ourselves on being a premier Audit, Advisory, and Accounting CPA firm dedicated to delivering exceptional services to the federal sector. Our commitment to excellence is reflected in our vibrant culture of continuous learning, professional development, teamwork, and a profound respect for diversity.Position Overview:We...
-
Alexandria, Virginia, United States Health Industry Distributors Association Full timeAbout the Role:We are seeking a highly skilled Senior Business Development Manager to join our team at the Health Industry Distributors Association. As a key member of our membership sales and retention team, you will be responsible for driving business growth and expansion through strategic account management, membership sales, and retention efforts.Key...
-
Senior B2B Content Strategist
4 weeks ago
Alexandria, Virginia, United States SHRM Full timeSenior B2B Content Strategist SHRM is dedicated to fostering improved workplaces where individuals and organizations flourish collectively. As a leading authority on workplace dynamics, SHRM serves as the premier expert, researcher, advocate, and thought leader on contemporary workplace issues and innovations. With a vast membership spanning 180...
-
Senior Water Sector Project Leader
4 weeks ago
Alexandria, Virginia, United States AtkinsRéalis Full timeJob Overview Why Choose Us? AtkinsRéalis is on the lookout for a Senior Project Director to take on the role of our Mid-Atlantic Water Market Leader. This position is integral to our team, focusing on expanding our water services in the Mid-Atlantic region. About AtkinsRéalis: With over 50 years of experience, AtkinsRéalis stands as a...
-
Senior Human Resources Specialist
2 weeks ago
Alexandria, Virginia, United States Michael and Son Services Full timeAbout the RoleWe are seeking a highly skilled Senior Human Resources Specialist to join our team. As a key member of our HR department, you will be responsible for designing and managing the candidate experience, building successful relationships with business stakeholders, and developing job postings and position requirements.Key ResponsibilitiesTake...
-
Sports Management Trainee
3 weeks ago
Alexandria, Virginia, United States R&M Management Full timeJob DescriptionAbout the Role:We are seeking a highly motivated and results-driven Sports Management Trainee to join our marketing and sales team at R&M Management. As a Sports Management Trainee, you will play a key role in assisting our senior-level marketing and sales staff in developing and executing customer acquisition strategies, field marketing...
-
Senior Project Management Advisor
4 weeks ago
Alexandria, Virginia, United States ProSidian Consulting, LLC Full timeJob Title: Business and Logistics Management ConsultantCompany: ProSidian ConsultingProSidian Consulting is a premier Management and Operations Consulting Services Firm, committed to delivering customized solutions across diverse sectors. Our mission is to provide exceptional value to our clients through the application of best-in-class practices.Position...
-
Senior Project Management Advisor
4 weeks ago
Alexandria, Virginia, United States ProSidian Consulting, LLC Full timeJob Title: Project Management Consultant IIICompany: ProSidian Consulting, LLCProSidian Consulting is a premier Management and Operations Consulting Services Firm, committed to delivering customized solutions across diverse sectors. Our focus is on creating value for our clients through the application of best-in-class practices.Position Overview:Deliver...