Private Banker 1 - Pico Swall

Job Description: Manages full-service banking relationships with upper mass affluent community banking customers. Consults with customers regarding financial needs, recommends products and financial services including community banking products plus private banking deposit and consumer credit products. Prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits. Identifies full balance sheet cross-sell opportunities for client and effectively coordinates with partners to evaluate those opportunities. Monitors changing needs and recommends strategies that utilize company products and services. Develops customer base through cross-selling products and servicing current clients. Develops new business through interaction with external resources. Keep informed of changing market conditions in order to properly manage relationships with clients. Note: Must have a working knowledge of consumer deposit and credit products and have an understanding of sophisticated affluent and high net worth clients. Minimum Qualifications: Must have Series 7 & 66 licenses to apply. How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteID=1&Opening=3216194 We do not acknowledge the Online Application.WELLS FARGO IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER M/F/D/V. Email this job |