Senior Premier Banker

Responsibilities

• Proactively acquire new affluent consumer and business customers 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 for clients, 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 mobile and self-service banking options
• Maintain risk excellence through accurate documentation and strict 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 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 translate complex customer goals into actionable financial recommendations
• Experience coaching or supporting peers to strengthen overall team performance
• Background in consumer banking, home lending, business banking, or investments

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, helping customers succeed through innovation and community empowerment.