Senior Premier Banker at Wells Fargo - ScoutJobs - The AI-curated global job board
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Posted 5 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 licenses, State Insurance license

Skills

BankingFinanceAccount Management

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 (or ability to obtain them within a designated timeframe).
  • State Insurance license.

Preferred Qualifications

  • Experience managing a book of business and documenting planning conversations.
  • Proven ability to proactively source and acquire relationships through outreach and internal partnerships.
  • 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.
  • Programs designed to support work-life balance and well-being.
  • Opportunities for professional growth and career advancement within a leading financial institution.

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 our customers succeed through innovation and community empowerment.

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Senior Premier Banker

Wells Fargo · Charlotte

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