Introduction to Wells Fargo
Wells Fargo & Company is a renowned American multinational financial services company with a significant global presence, operating in 35 countries and serving over 70 million customers worldwide. Our company is known for its "Well Life" approach, which supports employees' professional aspirations, work-life balance, and mental and physical well-being. We take pride in our substantial and meaningful commitment to diversity, equity, and inclusion in the workplace. As a testament to our dedication, we ranked #2 on the 2023 LinkedIn Top Companies list and #1 among financial service organizations as the best workplace "to grow your career" in the U.S.
About the Job
We are seeking an experienced Virtual Premier Banker to join our dynamic team in Charlotte, NC. This position offers a hybrid work model, combining remote work with time in our office, providing the perfect blend of flexibility and collaboration. As a Virtual Premier Banker, you will be responsible for providing full-service banking to high-value clients and supervising a portfolio of client relationships in a virtual environment. Your primary goal will be to understand clients' financial needs and present financial products and solutions to address those needs, ensuring exceptional customer service and driving business growth.
Key Responsibilities:
- Participate in the Accredited Banker licensing program, which is a temporary position until the representative has successfully completed licensing requirements
- Offer full-service banking to high-value clients and supervise a portfolio of client relationships in a virtual environment
- Conduct outbound prospecting to wealthy and prosperous clients who are not currently covered by a book of business serviced by a premier banker
- Consult with clients regarding their financial needs and present financial products and solutions to address those needs
- Resolve client inquiries, open and service accounts, and identify client investment needs and present partners when an investment need is identified
- Review and analyze the underlying business, operational, or technical operations or challenges that require research, evaluation, and decision-making
- Present recommendations for resolving moderately complex situations while developing expertise within Premier Banking functional area, policies, procedures, and compliance requirements
- Collaborate and communicate with Premier Banking team members, internal partners, and stakeholders, including internal as well as external clients
Essential Qualifications:
To be successful in this role, you will need:
- 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of experience in building and maintaining effective relationships with clients and partners
- 2+ years of experience in suggesting products and services
Preferred Qualifications:
While not required, the following qualifications are preferred:
- Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for sure-fire registration
- Successfully completed the FINRA Series 65 exam (or equivalent) to qualify for certified registration
- Successfully completed the State Insurance license(s) to qualify for sure-fire registration
- Experience assessing client needs and suggesting products/services to meet those needs
- Experience collaborating with different groups on behalf of the client
- Experience resolving client issues
Skills and Competencies:
To excel in this role, you will need:
- Excellent verbal, written, and interpersonal skills
- Knowledge and understanding of the book of business processes to effectively manage a group of Wells Fargo clients and grow the business
- High motivation with the ability to effectively meet individual and team targets while maintaining personal performance over time
- Experience identifying additional opportunities to recommend products and services to clients
- Experience mentoring and peer-coaching others
Career Growth Opportunities and Learning Benefits:
At Wells Fargo, we are committed to the growth and development of our employees. As a Virtual Premier Banker, you will have access to a range of training and development programs, including:
- The Accredited Banker licensing program
- FINRA Series 7 license
- Ongoing training and development programs to enhance your skills and knowledge
- Opportunities for career advancement and professional growth
Work Environment and Company Culture:
Our company culture is built on a foundation of diversity, equity, and inclusion. We value and respect the unique perspectives and experiences of our employees, and we are committed to creating a workplace where everyone feels welcome and included. As a Virtual Premier Banker, you will be part of a dynamic and supportive team that is dedicated to delivering exceptional customer service and driving business growth.
Compensation, Perks, and Benefits:
We offer a competitive salary and benefits package, including:
- A competitive salary range of $20-$30/hour
- A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan
- Opportunities for career advancement and professional growth
- A dynamic and supportive work environment
Conclusion:
If you are a motivated and experienced banking professional looking for a new challenge, we encourage you to apply for this exciting opportunity. As a Virtual Premier Banker at Wells Fargo, you will have the opportunity to work with a dynamic and supportive team, develop your skills and knowledge, and contribute to the growth and success of our company. Don't miss out on this exciting role – apply now!
Apply Now
Apply Now