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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments .
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
- Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
- Deliver comprehensive, multi-product guidance and ongoing financial 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
- Educate customers on self-service and mobile banking options
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
- Complete licensing requirements and SAFE registration to transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE)
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
- Ability to work a schedule that will include most Saturdays
- FINRA Series 6 and Series 63, or FINRA-recognized equivalents, active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- State Insurance license(s), active or completed within a designated timeframe
- FINRA Series 65, or equivalent, required within a specified period for certain states
- Required FINRA licenses must be obtained and maintained for continued employment
- Enhanced financial fitness and criminal background standards
- SAFE registration required at the time of employment
- Loan Originators must meet LO/CFPB requirements
- Must meet Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- 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