Senior Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach and pre-planned appointments
• Lead discovery-driven conversations to deliver tailored banking, credit, and investment strategies
• Serve as the primary financial partner providing comprehensive, multi-product guidance across various 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 self-service and mobile 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 products and services
• FINRA Series 6 and 63 licenses (or ability to obtain within a designated timeframe)
• State Insurance license(s)
• Ability to work a schedule that includes most Saturdays

Preferred Qualifications

• Experience managing a book of business and driving retention through consistent follow-through
• Proven ability to translate customer goals into actionable financial recommendations
• Experience coaching or supporting peers to strengthen team performance
• Background in consumer, home lending, business banking, or investments

About the Company

Wells Fargo is a leading global financial services company providing a diversified set of banking, investment, and mortgage products. Recognized as a top workplace to grow your career, Wells Fargo is committed to driving innovation, empowering communities, and helping customers succeed through comprehensive financial strategies.