Private Banker (safe) 1 Hollin
Wells Fargo - Alexandria, VA

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Provides full-service banking to high value customers and oversees a portfolio of simple and/or packaged-product account relationships. Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs. Additionally, resolves inquiries, opens and services accounts within authorized limits such as checking, savings, credit/loan and identifies and refers investment opportunities. Partners and/or acts as a liaison to other internal departments. Cross-sells products and services to existing clients. Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Wells Fargo - 20 months ago - save job - copy to clipboard
About this company
7,275 reviews
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...