Senior Premier Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 16 days ago

Senior Premier Banker

Wells FargoSenior Premier Banker

Perks & benefits

Education AllowanceFamily Medical InsuranceHealth InsurancePaid LeaveRelocation Allowance

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

BankingFinance

About the role

Responsibilities

  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach and 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 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 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 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

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 through innovation and community empowerment.

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