Customer Service Advisor

Job Summary of Customer Service Advisor:Wells Fargo is currently offering an opportunity for a qualified individual to join their Consumer and Small Business Banking division as a Senior Branch Premier Banker (SAFE). The job requires the selected candidate to build stronger relationships with affluent clients, offer astute financial advice, and manage financial risks in accordance with regulatory compliance requirements.Job Duties and Responsibilities of Customer Service Advisor:• Enhancing existing relationships and cultivating new ones with affluent consumers and small business owners takes a proactive approach. Establish connections by scheduling pre-planned appointments to build trust and rapport.• Thoroughly evaluate and respond to customer complaints using relevant protocols to reach a fair and equitable solution.• Highlight banking-related issues or business risks that require a comprehensive evaluation to mitigate their impact.• Support customers with informed recommendations concerning appropriate financial choices and available services.• To provide top-notch service to clients, it's crucial to maintain an extensive knowledge of Wells Fargo's banking, credit, and investment solutions.• Devise comprehensive strategies to assist clients in financial planning, wealth management, and asset allocation, drawing on your knowledge of business banking, mortgage, and retirement planning.• By following established protocols, procedures and controls, and ensuring compliance with applicable laws and regulations, businesses can comprehensively manage any potential risks.• Use data-driven insights to develop personalized financial plans for customers.• Broaden connections with branch employees, high-end clients, and associates to enhance customer achievement and retention.• Take charge of client interactions by exercising independent judgement, providing regular evaluations, and adapting advice as required.• Be a knowledgeable and supportive resource for your branch team by offering guidance on client relationship management and complex problem-solving.• Expand your licensing credentials by studying and testing for the appropriate licenses (Series 7 and Series 66).Qualifications and Experience of Customer Service Advisor:• Applicants must have worked in customer service for a minimum of four years, or demonstrate an equivalent level of experience by providing details of their previous work, training, or military involvement.• With over three years of experience in the industry, I have honed my skillset in building and sustaining successful relationships with customers and partners.• A skilled individual who has been providing consultation services on product and service recommendations for the past three years.• Private banking, investments, mortgages, and corporate finance are just a few of the areas within the vast financial industry that professionals can specialize in.• Demonstrating expertise in offering personalized financial advice and promoting products that meet clients' needs based on their investment goals and risk tolerance.• We prefer individuals who have already taken and passed the FINRA Series 6 and 63 exams (or comparable).• The State Insurance license is a fundamental requirement for this post.• It is advantageous to have experience in a licensed financial services position.• Exceptional proficiency in communication, encompassing verbal, written, and interpersonal talents.• Mastery of branch banking compliance controls, risk management, and loss prevention techniques is essential for safeguarding client data and preventing fraudulent activity.• The ability to provide education to customers about technology and self-service digital banking options available to them.• Providing guidance to small business clients through the application of comprehensive financial knowledge.Benefits of Customer Service Advisor:• A generous salary along with the potential of earning bonuses and other incentives based on performance.• 401(k) Plan• Paid Time Off• Parental Leave• Critical Caregiving Leave• Health Benefits• Commuter Benefits• Tuition Reimbursement• Adoption Reimbursement• Discounts and Savings• Scholarship Opportunities for Children of Parents who are Financially Dependent on College StudentsAbout Company:At Wells Fargo, we prioritize the success and satisfaction of our employees as a crucial component of our overall mission and goals as a company. To that end, we offer a wide range of rewards, benefits, and programs designed to promote career advancement, personal growth, and overall well-being. Whether you're just starting out or looking to take your career to the next level, Wells Fargo is the ideal place to achieve your goals and thrive