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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
- Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
- Serve as the primary financial partner providing comprehensive multi-product guidance and ongoing reviews
- Manage and grow a defined book of business across deposits, lending, and investments
- Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
- Champion digital adoption by educating customers on self-service and mobile banking
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
- Open accounts, handle service requests, and support everyday banking needs
- Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) upon completing licensing and SAFE registration
Requirements
What you’ll need- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
- Experience recommending financial products and translating customer goals into clear, actionable recommendations
- Ability to proactively source, acquire, and deepen relationships through proactive outreach and internal partnership
- Experience managing a book-of-business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
- Experience coaching or supporting peers
- Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
- Financial services industry experience in consumer, home lending, business banking, or investments
- 3+ years of experience in a licensed financial services position
- FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- FINRA Series 6 and Series 63 and State Insurance license(s) must be active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period in specified states
- SAFE registration required at the time of employment
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- Must meet enhanced financial fitness and criminal background standards
- Must meet financial responsibility, character, fitness, and criminal background standards
- Ability to work a schedule including most Saturdays
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Industry-leading training
- Ongoing coaching
- 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
- Incentive opportunities