Senior Premier Banker

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Conduct discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Provide comprehensive, multi-product guidance and ongoing reviews across life stages and financial needs
• Partner with Wealth, Home Lending, and Business Banking to coordinate integrated solutions and convert opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalat[e] issues timely, and follow policies and regulations
• Open accounts, handle service requests, and support everyday banking needs

• 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 actionable recommendations
• Ability to proactively source, acquire, and deepen customer relationships through outreach and internal partnerships
• Experience managing a book of business, documenting planning conversations, and following through across deposits, lending, and investments
• Experience coaching or supporting peers
• Clear and confident communication, empathetic listening, credibility, and trust-building
• 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 recognized equivalents, sufficient 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
• SIE exam required for FINRA qualification exams earned after September 30, 2018
• FINRA Series 65 or equivalent required within a specified period for certain listed 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 and Wells Fargo standards
• Credit report may be reviewed and additional ongoing screening may apply
• Ability to work a schedule including most Saturdays
• Not eligible for Visa sponsorship

Demonstrates expertise in building and maintaining customer relationships, providing tailored financial solutions, and navigating the financial services landscape. Proficient in compliance with regulatory standards and maintaining accurate documentation while delivering exceptional customer service.

• Customer Relationship Management
• Financial Product Recommendations
• FINRA Series 6 and 63
• State Insurance License
• Coaching and Supporting Peers

• Customer Service Experience
• Account Opening
• Service Request Handling
• Documenting Planning Conversations
• Managing a Book of Business
• Outreach and Internal Partnerships
• Financial Needs Assessment
• Multi-Product Guidance
• Self-Service Banking Education
• Loan Originator Compliance

• Clear Communication
• Empathetic Listening
• Trust-Building
• Credibility
• Relationship Development

• FINRA Series 6
• FINRA Series 63
• SIE Exam
• FINRA Series 65
• SAFE Registration

• Financial Services
• Consumer Banking
• Home Lending
• Business Banking
• Investments
• Compliance Standards
• Enhanced Financial Fitness
• Criminal Background Standards
• LO/CFPB Requirements
• Wells Fargo Standards