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 provide tailored banking and credit strategies
• Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
• Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
• Promote digital and mobile banking adoption
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escape issues, and follow policies and regulations
• Open accounts, handle service requests, and support customers’ everyday banking needs
• Own and grow a defined book of business across deposits, lending, investments, home lending, and business banking

• 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 customer and partner relationships
• 3+ years of experience recommending products and services
• Experience recommending financial products and translating customer goals into actionable recommendations
• Experience sourcing, acquiring, and deepening 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, and ability to 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
• FINRA Series 6 and 63 exams, or recognized equivalents, sufficient for immediate FINRA registration
• State Insurance license(s)
• SIE exam required for FINRA qualification exams earned after September 30, 2018
• Series 65 or equivalent required within a specified period in listed states, where applicable
• 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 policies
• 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 managing a diverse book of business across various banking products. Proficient in compliance with financial regulations and effective communication to foster trust and credibility with clients.

• Customer Relationship Management
• Financial Product Recommendations
• Book of Business Management
• FINRA Series 6 and 63
• State Insurance License

• Customer Service Experience
• Financial Services Experience
• Documenting Planning Conversations
• Outreach and Internal Partnerships
• Coaching or Supporting Peers

• Clear Communication
• Empathetic Listening
• Building Credibility and Trust

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

• Consumer Banking
• Home Lending
• Business Banking
• Investments
• Loan Originator Requirements

• Digital Banking
• Mobile Banking