Senior Premier Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 13 hours ago

Senior Premier Banker

Wells FargoSenior Premier Banker

Perks & benefits

Health Insurance

Requirements

4+ years customer service experience, 3+ years relationship management experience, 3+ years product recommendation experience, FINRA Series 6 and 63 licenses, State Insurance license

Skills

BankingFinanceAccount Management

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 customer and partner relationships.
  • 3+ years of experience recommending products and services.
  • Ability to work a schedule that includes most Saturdays.

Preferred Qualifications

  • Successfully completed FINRA Series 6 and 63 exams.
  • Active State Insurance license(s).
  • Experience managing a book of business and driving retention across deposits, lending, and investments.
  • Proven ability to proactively source and acquire new relationships through outreach.
  • Experience in a licensed financial services position within consumer, home lending, or business banking.

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 adoption reimbursement.

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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