Senior Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and small business customers and deepen existing relationships through outreach and appointments
• Advise customers on various financial options, including banking, credit, and investment services
• Identify client needs for mortgage, retirement, and investment services and partner with specialized internal teams to meet those goals
• Analyze customer financial information, including 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 business 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 and maintain FINRA Series 6 and 63 licenses
• Ability to obtain and maintain State Insurance license(s)
• Ability to obtain and maintain SAFE registration

Preferred Qualifications

• Experience in the financial services industry (corporate, consumer, mortgage, investments, or private banking)
• 3+ years of experience in a licensed financial services position
• Proven ability to handle complex transactions across multiple systems
• Strong business acumen with experience providing consultation to small business customers
• Experience mentoring or peer-coaching other team members

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability, life, critical illness, and accident insurance
• Parental and critical caregiving leave
• 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 across consumer, commercial, and investment banking sectors.