Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and business customers while deepening existing relationships 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 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 self-service and mobile banking options.
• Demonstrate risk excellence through accurate documentation and adherence to all banking policies and regulations.

Requirements

• 4+ years of customer service experience.
• 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 includes most Saturdays.

Preferred Qualifications

• Experience managing a book of business and driving retention across deposits, lending, and investments.
• Successfully completed FINRA Series 6 and 63 exams (or equivalent).
• Possession of a valid State Insurance license.
• Financial services industry experience in consumer banking, home lending, or investments.
• Proven ability to translate complex customer goals into actionable financial recommendations.

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments. We are committed to driving innovation, empowering communities, and helping our customers succeed through a culture of excellence and professional growth.