Client Relationship Executive

Client Relationship ExecutiveJob Summary of Client Relationship Executive:Step into the position of a Senior Branch Premier Banker at Wells Fargo, where you'll be pivotal in delivering personalized banking solutions to affluent clients. Your duties will involve actively expanding the customer base, strengthening existing relationships, and providing tailor-made financial options. This role is crafted to support your professional development within a collaborative and compliance-conscious environment.Job Duties and Responsibilities of Client Relationship Executive:• Accomplish the Branch Banking Licensed Banker licensing program to move forward to become a Senior Branch Premier Banker (SAFE).• Forge connections with high-net-worth customers and small business proprietors through outreach efforts and scheduled meetings.• Assess and tackle customer concerns utilizing relevant protocols.• Assist clients in selecting banking services, financial options, and investment products.• Engage with internal divisions, including Mortgage and Wealth Management, to tackle client requirements comprehensively.• Uphold compliance with risk assessment, regulatory compliance, and company guidelines.• Stay updated on Wells Fargo's banking and investment service offerings.Qualifications and Experience of Client Relationship Executive:• Meeting the requirement of at least four years of customer service experience or comparable backgrounds like work history, military service, or educational pursuits.• A track record of over three years in fostering and sustaining customer partnerships.• Familiarity with proposing financial solutions to individuals or businesses.• Demonstrated expertise in financial services, achieved certification in FINRA Series 6 & 63, and holds valid State Insurance licenses.Benefits of Client Relationship Executive:• Health benefits• 401(k) Plan• Paid time off• Disability benefits• Life insurance and accident insurance are essential forms of financial protection that help individuals and families mitigate the financial impact of unexpected events. Both types of insurance can provide peace of mind by ensuring that financial needs are met during difficult times• The concept of parental and caregiving leave acknowledges the importance of caregiving roles and responsibilities, promoting a more inclusive and supportive work environment• Tuition reimbursement• Adoption reimbursementSalary:The hourly compensation ranges from $30.58 to $54.33, with variations based on location, expertise, and proficiency levels.About Company:Wells Fargo, a prominent financial services corporation, excels in establishing strong customer connections while promoting a culture centered on compliance and risk management. As a highly regarded employer, the company values career progression, work-life equilibrium, and diversity in the workplace. Extensive support systems are in place to assist employees in their personal and professional development