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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
- Lead discovery-driven conversations to understand goals and deliver tailored banking and credit strategies
- Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
- Grow and manage a defined book of business
- Deliver solutions across deposits, investments, credit, home lending, and business banking
- Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
- Convert qualified opportunities into closed outcomes
- Educate customers on self-service and mobile banking options
- Support everyday banking needs, including opening accounts and handling service requests
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
- Participate in the Branch Network Licensed Banker program if hired into the license-pending role
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
- FINRA Series 65 (or equivalent) required within a specified period in applicable states
- State Insurance license(s), active or completed within a designated timeframe
- 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
- Compliance with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for Visa sponsorship
- Desired: financial products recommendation experience and ability to translate customer goals into actionable recommendations
- Desired: experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships
- Desired: experience managing a book of business and documenting planning conversations
- Desired: experience coaching or supporting peers
- Desired: clear and confident communication, empathetic listening, and ability to build trust
- Desired: financial services industry experience
- Desired: 3+ years of experience in a licensed financial services position
- Desired: successfully completed FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Industry-leading training
- Ongoing coaching
- Career growth opportunities
- Digital tools and support
- Equal opportunity employment
- Medical accommodation support during recruitment/interviews