Senior Premier Banker

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
• Manage and grow a defined book of business using goals-based planning and prudent risk oversight
• Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
• Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
• Educate customers on self-service and mobile banking options to increase satisfaction and service efficiency
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalates issues, and adhere to policies and regulations
• Transition from the temporary Senior Branch Premier Banker LP role to the SAFE role after licensing requirements and SAFE registration are completed

• 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services
• Experience recommending financial products and translating customer goals into clear, actionable recommendations
• Ability to proactively source, acquire, and deepen relationships through proactive outreach and strong internal partnership
• Experience managing a book-of-business, documenting planning conversations, and following through to drive retention and growth across deposits, lending, and investments
• Experience coaching or supporting peers
• Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
• Financial services industry experience in consumer, home lending, business banking, or investments
• 3+ years of experience in a licensed financial services position
• Successfully completed FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• FINRA Series 6 and Series 63 or recognized equivalents must be active or completed within a designated timeframe
• Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after Sept. 30, 2018
• FINRA Series 65 or equivalent required within a specified period in certain states
• Required FINRA licenses must be obtained and maintained for continued employment
• SAFE registration required at the time of employment
• Must meet enhanced financial fitness and criminal background standards
• Loan Originators must meet LO/CFPB requirements
• Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
• This position is not eligible for Visa sponsorship
• Ability to work a schedule including most Saturdays

Demonstrates expertise in relationship management, financial product recommendations, and customer service within the financial services industry. Proficient in managing a book of business and delivering tailored banking solutions while adhering to regulatory requirements.

• Customer Relationship Management
• Financial Product Recommendations
• Book Of Business Management
• FINRA Series 6 And 63
• SAFE Registration

• Customer Service Experience
• Financial Services Experience
• Goal-Based Planning
• Risk Oversight
• Documenting Planning Conversations
• Proactive Outreach
• Coaching Peers
• Securities Industry Essentials (SIE)
• Loan Originator Compliance
• Multi-Product Guidance

• Clear Communication
• Empathy
• Building Credibility
• Trust Building
• Listening Skills

• State Insurance License
• FINRA Series 65

• Consumer Banking
• Home Lending
• Business Banking
• Investments
• Financial Responsibility
• Criminal Background Standards
• Wells Fargo Policies

• Mobile Banking Solutions
• Self-Service Banking Options