Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and business customers through strategic outreach and scheduled appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking, credit, and investment strategies
• Serve as the primary financial partner for clients, providing comprehensive multi-product guidance across various life stages
• Partner with internal teams in Wealth, Home Lending, and Business Banking to deliver integrated financial solutions
• Champion digital adoption by educating customers on mobile and self-service banking options
• Maintain risk excellence through accurate documentation and strict adherence to all banking policies and regulations

Requirements

• 4+ years of customer service experience
• 3+ years of experience building and maintaining effective customer and partner relationships
• 3+ years of experience recommending financial products and services
• FINRA Series 6 and 63 licenses required (or ability to obtain within a designated timeframe)
• State Insurance license required

Preferred Qualifications

• Experience managing a book of business and driving retention through goal-based planning
• Proven ability to translate complex customer goals into actionable financial recommendations
• Experience coaching or supporting peers to strengthen overall team performance
• Background in consumer banking, home lending, business banking, or investments

Benefits

• Comprehensive health benefits
• 401(k) Plan
• Paid time off
• Disability, life, critical illness, and accident insurance
• Parental and critical caregiving leave
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits and various discounts

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified range of banking, investment, and mortgage products and services through our specialized operating segments, including Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.