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Posted 5 hours ago
Senior Premier Banker
Wells FargoSenior Premier Banker
Perks & benefits
Health InsurancePaid Leave
Requirements
4+ years customer service experience, 3+ years relationship management experience, 3+ years product recommendation experience
Skills
BankingFinance
About the role
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 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.
- 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.
- Ability to obtain and maintain required FINRA licenses (Series 6, 63, and potentially 65) and State Insurance licenses.
Preferred Qualifications
- Experience managing a book of business and documenting planning conversations.
- Proven ability to proactively source and acquire new relationships through outreach.
- Previous experience in a licensed financial services position.
- Experience coaching or supporting peers to strengthen team performance.
- Strong communication skills with the ability to build credibility and trust quickly.
Benefits
- Health, dental, and vision benefits.
- 401(k) Plan.
- Paid time off and parental leave.
- Life, critical illness, and accident insurance.
- 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 set of banking, investment, and mortgage products and services through our specialized operating segments, helping customers succeed and empowering the communities we serve.
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Wells Fargo · Fort Collins
