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Posted 6 days ago
Senior Premier Banker
Wells Fargo
Requirements
4+ years customer service experience, 3+ years relationship management experience, 3+ years product recommendation experience, FINRA Series 6 and 63 required, State Insurance license required, SAFE registration required
Skills
Banking
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 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 relationships with customers and partners.
- 3+ years of experience recommending products and services.
- FINRA Series 6 and 63 licenses required (or ability to obtain within a designated timeframe).
- State Insurance license required.
- SAFE registration required.
Preferred Qualifications
- Experience managing a book of business and documenting planning conversations.
- Proven ability to proactively source and acquire relationships through outreach.
- Experience coaching or supporting peers to strengthen team performance.
- Background in consumer banking, home lending, business banking, or investments.
Benefits
- Competitive compensation and robust benefits packages.
- Programs designed to support work-life balance and well-being.
- Opportunities for professional growth and career advancement within a global financial leader.
About the Company
Wells Fargo is a leading 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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Wells Fargo · Mooresville
