Senior Branch Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach and pre-planned 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 and ongoing reviews across various life stages.
• Partner with internal teams across 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, sound judgment, and strict adherence to all 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.
• FINRA Series 6 and 63 licenses (or equivalent).
• Valid State Insurance license.

Preferred Qualifications

• Experience managing a book of business and documenting planning conversations to drive retention.
• Proven ability to proactively source and acquire relationships through internal partnerships.
• Experience coaching or supporting peers to strengthen team performance.
• Background in consumer banking, home lending, business banking, or investments.

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, including Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.