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Posted a month ago
Senior Premier Banker
Wells FargoSr. Premier Banker Orchard Hills
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
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 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 financial products and services
- FINRA Series 6 and 63 licenses (or ability to obtain within a designated timeframe)
- State Insurance license
Preferred Qualifications
- Experience managing a book of business and driving retention through goal-based planning
- Proven ability to proactively source and acquire new relationships through outreach
- Experience coaching or supporting peers to strengthen team performance
- Background in consumer banking, home lending, business banking, or investments
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 financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.
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Wells Fargo · Irvine
