Senior Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and small business customers and deepen existing relationships through outreach and pre-planned appointments
• Advise customers on various financial options and services, including banking, credit, and investment solutions
• Identify client needs for business, mortgage, retirement, and investment services, partnering with internal specialists to meet those goals
• Analyze customer information regarding income, assets, and credit to develop customized financial plans
• Manage risks by adhering to all company policies, procedures, and regulatory compliance standards
• Build and maintain strong relationships with branch colleagues, affluent customers, and partners
• Provide guidance to other branch employees on managing complex client needs and developing relationships

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 obtain FINRA Series 6 and 63 licenses
• Ability to obtain State Insurance license(s)
• Ability to obtain SAFE registration

Preferred Qualifications

• Experience in the financial services industry (corporate, consumer, mortgage, investments, or private banking)
• Successfully completed FINRA Series 6 and 63 exams
• 3+ years of experience in a licensed financial services position
• Strong business acumen with experience providing consultation to small business customers
• Experience mentoring or peer-coaching others

About the Company

Wells Fargo is a leading 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 through innovation and community empowerment.