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wf/wellsfargojobs5 days ago

Senior Branch Premier Banker Huffman

On-site · Anchorage, Alaska, United States

Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Unknown

Job Summary

Senior Branch Premier Banker role focusing on proactively acquiring affluent consumer and small business clients, deepening relationships, and advising on a range of banking, credit, mortgage, retirement, and investment options. Responsibilities include analyzing customer concerns, escalating issues as needed, maintaining deep product knowledge, identifying client goals, collaborating with Business Banking Advisory Services and Wealth Management to meet needs, managing risks and regulatory compliance, collecting financial information to develop tailored plans, and building relationships with clients and branch colleagues to grow the business. The role involves ongoing licensing requirements, licensing program participation, and adherence to banking and regulatory standards, with a strong emphasis on customer service, relationship management, and self-service digital banking capabilities.

Required Qualifications

  • 4+ years of customer service experience
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services
  • FINRA Series 6 and 63 exams (or recognized equivalents) or ability to complete
  • State Insurance licenses (required for role)
  • SAFE registration and Mortgage Licensing Act compliance
  • Ability to meet regulatory and background checks
  • Knowledge of financial products including banking, credit, mortgage, and investments
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wf/wellsfargojobs

Senior Branch Premier Banker Huffman

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