CrawlJobs Logo

Senior Premier Banker Capitol Mckee

United States, San Jose Employment contract 37.00 - 65.50 USD / Hour · Job Posted April 24, 2026

Job offer has expired

Job Link Share

Job Description

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience.

Job Responsibility

  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
  • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services

Nice to have

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations
  • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
  • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
  • Experience coaching or supporting peers to strengthen team performance and customer impact
  • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
  • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • 3+ years of experience in a licensed financial services position
  • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)

What we offer

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Premier Banker Capitol Mckee

8 matching positions

New

Specialist, Accounts Payable and Receivable

Every year, we help hundreds of thousands of people find rewarding jobs in the e...
Location
Location
India , Hyderabad
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
June 29, 2026
Flip Icon
Requirements
Requirements
  • Apply cash remittances consisting of lockbox deposits, credit cards, and ACH/Wires accurately and timely
  • Perform reconciliation as necessary to apply payments on 3rd party remits
  • Ensure that customer remittances are posted within agreed upon service level commitments
  • Monitor and administer month end close processes and reporting
  • Maintain department efficiency by providing ongoing training
  • Assist in formulation improvement and implementation of policies and procedures
  • As necessary, work directly with customers to improve remittance processes and enhance relationships
  • Assist Credit Manager with productivity of cash application staff and provide performance and attendance feedback
  • Reports to the Cash Manager
  • Maintain detailed documentation of events, i.e. conversations, contacts, discrepancies, etc.
Job Responsibility
Job Responsibility
  • Responsible for accurately applying customer payments
  • Managing financial exceptions
  • Researching complex accounts to ensure ledger accuracy in a timely and efficient manner
  • Training cash application staff
  • Fulltime
Read More
Arrow Right
New

Senior Specialist, Accounting

We are seeking a highly motivated and detail-oriented accountant to join our fin...
Location
Location
India , Hyderabad
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
June 22, 2026
Flip Icon
Requirements
Requirements
  • Bachelor's degree in accounting / Postgraduate in Finance / Chartered Accountant (CA) /any other finance degree
  • Minimum of 6+ years of experience in Finance & Accounting
  • Highly proficient in use of Microsoft Excel (advanced or above advanced expertise)
  • Fluency in English (written and spoken) is required
Job Responsibility
Job Responsibility
  • Self-Starter and ability to work independently on day-to-day accounting operations, including accounts payable, accounts receivable, general ledger postings, and bank reconciliations
  • Ensure accurate and timely monthly, quarterly, and annual closing processes, adhering to local GAAP and corporate reporting requirements (IFRS/GAAP, if applicable)
  • Prepare and post journal entries, ensuring proper classification and documentation
  • Perform intercompany reconciliation and settlement processes
  • Partner with various stakeholders outside of accounting function to research and resolve reconciling items
  • Assist with the preparation of local statutory financial statements and tax filings (VAT, corporate income tax support) in coordination with external advisors
  • Conduct financial analysis and variance explanations as required by management
  • Reconcile balance sheet accounts and provide explanations of changes to prior periods
  • Prepare month end journal entries (accruals)
  • Performing analytical tasks, including P&L analysis and identifying variances month over month by reviewing the GL
  • Fulltime
Read More
Arrow Right
New

L2 Security Engineer

In this role, you will provide second line support and act as an escalation poin...
Location
Location
Belgium , Brussels
Salary
Salary:
Not provided
orangecyberdefense.com Logo
Orange Cyberdefense
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Solid experience in an IT service role, where you have been required to support and troubleshoot network security environments
  • Experience with Cisco ASA / Firepower and one of the following technologies: Check Point or Palo Alto
  • Some experience with Pulse Connect Secure (now Ivanti), and/or F5 BigIP LTM/ASM/APM Modules
  • Excellent communication skills
  • Ability to work under pressure
  • Ability to work as part of a team or independently with minimal supervision
  • Fluent English and French or Dutch
Job Responsibility
Job Responsibility
  • Provide second line support and escalation of helpdesk tickets to our customer base, working to specific SLA’s
  • Proactive technical account management for multi-national customers, managing software life cycle and patching and upgrades for customers - implementing valuable security measures on their IT infrastructure
  • Ensure that all case related documentation is clear, concise and updated in the Helpdesk/CRM systems
  • Ensure customer documentation is up-to-date and work with your peers to share information on the customers you are assigned to
  • Handle incidents: you ensure incidents are picked-up and resolved in a timely manner
  • Implementation of changes: you assess and implement changes for our customers within the foreseen SLA’s
  • Investigate problems: you identify recurring incidents and ensure these are recorded as problems
What we offer
What we offer
  • 32 vacation days (with the option to make it 37 days with our Benefit Motivation Plan)
  • meal vouchers
  • eco-cheques
  • hospitalization and group insurance
  • company laptop
  • mobile phone with unlimited use
  • training and certifications
  • flexibility with offices in Brussels, Antwerp, Ghent & Rotselaar
  • assortment of fresh fruit and healthy snacks
  • Fulltime
Read More
Arrow Right
New

Customer Manager

Are you a results-driven professional with a passion for sales and strategic gro...
Location
Location
United States , Grand Rapids
Salary
Salary:
52200.00 - 65200.00 USD / Year
acosta.com Logo
Acosta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Business, Marketing, or a related field—or equivalent professional experience
  • Minimum of 6 months in retail (CPG industry), marketing, space management, or resets
  • Strong command of Microsoft Office Suite (PowerPoint, Excel, Word, Outlook) and web-based applications
  • Excellent presentation and communication skills
  • Proven ability to manage multiple projects simultaneously with strong organizational and time-management skills
  • Experience in sales administration or finance is a plus
  • Visual acuity and color perception
  • Ability to lift up to 50 lbs. and carry up to 20 lbs.
  • Ability to push/pull materials
  • Active listening and verbal communication
Job Responsibility
Job Responsibility
  • Achieve Sales Objectives: Deliver volume and sales fundamentals—including merchandising, assortment, pricing, and shelving—while optimizing cost efficiency
  • Strategic Account Planning: Develop and execute a comprehensive Customer Business Plan aligned with principal priorities to ensure long-term success
  • Client Relationship Management: Engage directly with key decision-makers to present and sell business plans, programs, and growth strategies
  • Cost and Revenue Optimization: Maximize revenue through brokerage, commissions, bonuses, and contests while managing expenditures and maintaining cost-effective operations
  • In-Store Execution: Ensure a superior in-store presence by collaborating with customer operations teams and maintaining strong retail execution
  • Trade Marketing Management: Oversee trade marketing funds, coordinate direct shipments, and leverage data insights to support sales initiatives
  • Budget Compliance: Operate within established budgets, ensuring efficient and effective resource utilization
  • Cross-Functional Communication: Maintain proactive communication with key principals and internal teams to ensure alignment and collaboration
  • Retail Collaboration: Partner with Retail Sales Managers on major initiatives such as new product launches, promotional drives, and contests
  • Market Intelligence: Apply market and customer insights to involve marketing, technology, and administrative resources in achieving business goals
  • Fulltime
Read More
Arrow Right
New

Shift Supervisor

We're building a world of health around every individual — shaping a more connec...
Location
Location
United States , Alpharetta
Salary
Salary:
16.50 - 24.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 20, 2026
Flip Icon
Requirements
Requirements
  • Deductive reasoning ability, analytical skills and computer skills
  • Advanced communication skills and supervision skills
  • Ability to work a flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise
Job Responsibility
Job Responsibility
  • Work effectively with store management and store crews
  • Supervise the store's crew through assigning, directing and following up of all activities
  • Effectively communicate information both to and from store management and crews
  • Assist customers with their questions, problems and complaints
  • Promote CVS customer service culture. (Greet, offer help, and thank)
  • Handle all customer relations issues in accordance with company policy and promote a positive shopping experience for all CVS customers
  • Maintain customer/patient confidentiality
  • Price merchandise
  • Stock shelves
  • Execute the displays, sign and inventory of weekly, promotional, and seasonal merchandise
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • other programs
  • Parttime
Read More
Arrow Right
New

Territory Manager

As a member of Baxter's sales team, you'll be aligned to one of our global busin...
Location
Location
United States , Connecticut
Salary
Salary:
96000.00 - 132000.00 USD / Year
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree with 3+ years of experience, or 6+ years of relevant industry experience
  • Three years of medical/hospital sales experience preferred
  • Strong interpersonal, communication, negotiation, and presentation skills
  • Ability to analyze and interpret data to support effective sales strategies
  • Willingness to travel to both remote and urban locations, independently or with other personnel
  • Proven sales performance, a strong team orientation, and solid organizational skills
Job Responsibility
Job Responsibility
  • Achieve sales quotas across a diverse portfolio including Baxter's Pharma, Access, Drug Delivery, Nutrition, and Fluid Therapy products
  • Implement sales strategies and execute business plans to deliver on volume, product mix, and profit objectives
  • Call on acute-care hospital customers
  • deliver effective presentations
  • and provide product information, demonstrations, and education
  • Partner closely with Infusion Systems and the broader Baxter team to meet goals and objectives
  • Protect, service, and grow the existing customer base
  • Manage and optimize Baxter's GPO contracts
  • Serve as a resource for market information to management and marketing teams
What we offer
What we offer
  • Medical and dental coverage that start on day one
  • insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
  • Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount
  • 401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching
  • Flexible Spending Accounts
  • educational assistance programs
  • paid holidays
  • paid time off ranging from 20 to 35 days based on length of service
  • family and medical leaves of absence
  • paid parental leave
  • Fulltime
Read More
Arrow Right
New

Program Cost and Schedule Analyst

For over 40 years, Aero Simulation, Inc. (ASI) has provided quality flight train...
Location
Location
United States , Tampa
Salary
Salary:
Not provided
aerosimulation.com Logo
Aero Simulation, Inc. (ASI)
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience using Deltek COBRA and Earned Value Management System (EVMS) is required
  • Experience in a business analyst or technical position, preferably in a DoD and Government contracting environment
  • Experience developing detailed schedules in Microsoft Project
  • Proficient in the use of Microsoft Office with advanced knowledge of Microsoft Excel
  • Excellent written and verbal communication skills in English are required
  • Experience developing, managing and forecasting corporate indirect rates
  • Experience developing, managing and forecasting corporate cash flow
  • Candidate must be able to work in a team environment, or independently, as necessary, and be a self-starter who can develop comprehensive and logical plans effectively and efficiently, based upon multiple inputs
  • Must be detailed oriented, ensuring accuracy in work products
  • Ability to develop and maintain positive working relationships with internal and external customers
Job Responsibility
Job Responsibility
  • Budget baseline development
  • Cost risk analysis/assessment
  • Preparation of cost reports
  • Preparation and/or review of performance measurement variance analysis
  • Development and analysis of estimates to complete
  • Support the preparation and coordination of financial forecasting and reporting
  • Perform cost assessments to identify and mitigate program risks
  • Proactively engage with Program Management, Group Leaders and Functional Managers to measure progress and to identify resource constraints that may impact key project milestones
  • Communicate with Customer and Subcontractor peers on schedule related matters
  • Work with proposal teams to develop a project road map identifying the work to be completed, deadlines for completing key milestones and identify critical resources that will be required to execute a project successfully
What we offer
What we offer
  • Employee Stock Ownership Plan (ESOP)
  • flexible work environment
  • generous paid time off
  • professional development opportunities
  • industry competitive compensation
  • medical
  • dental
  • 401k
  • Fulltime
Read More
Arrow Right
New

Business Manager

As a Business Manager, you will play a pivotal role in driving our company's suc...
Location
Location
United States , Grand Rapids
Salary
Salary:
72600.00 - 82000.00 USD / Year
acosta.com Logo
Acosta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree or equivalent work experience
  • A proven track-record in sales
  • preferably with a food broker or national company
  • Strong interpersonal, organizational, presentation, negotiation, and sales skills
  • Ability to analyze sales and marketing information needed to make effective sales presentations
  • Proficient in a variety of software packages used to support the sales function
  • Willing to travel
Job Responsibility
Job Responsibility
  • Achieve Sales Goals: Deliver principals’ volume, share, and sales fundamental goals (merchandising, assortment, pricing, and shelving) at the lowest possible cost while maximizing company revenue through brokerage, commissions, bonuses, and contest earnings
  • Strategic Communication: Communicate principals’ priorities to Retail Sales Managers, Sales Technology Managers (IT), Marketing Managers, Business Managers, and the retail selling organization to ensure in-store presence and business objectives are met
  • Leadership and Reporting: Report directly to the General Manager or Team Leader, managing and participating in the development, design, and presentation of Acosta introduction to new principals
  • Relationship Building: Develop and maintain strong relationships with principals and customers, proactively communicating with key principals to foster collaboration and success
  • Team Collaboration: Coordinate ongoing communication between General Managers and key principals and collaborate with Retail Sales Managers on major retail initiatives such as new product introductions, selling drives, and contests
  • Market Insight: Coordinate principals’ market visits and key account calls, utilizing your knowledge of customer, market, and principal to successfully sell principals’ specific programs and initiatives
  • Strategic Utilization: Leverage insights from Senior Vice President, General Manager, Team Leaders, and Senior Business Managers to develop conceptual sales presentations that deliver principals’ objectives
  • Feedback and Improvement: Provide feedback on the effectiveness of principals’ strategies, selling programs, and initiatives to both the principal and the General Manager, and offer suggestions on how to build organizational capacity and improve our business
  • Information Management: Maintain current account distribution information, review market pricing reports for accuracy and competitive activity, and collect and report all competitive activity
  • Skill Development: Proactively manage your personal skill development plan and share customer/manufacturer information with team members to help build organizational capacity
  • Fulltime
Read More
Arrow Right