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
Grow and manage 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
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Handle everyday banking needs, including opening accounts and service requests
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalates issues, and adhere to policies and regulations
Complete licensing and SAFE registration requirements to transition from the temporary LP role to the Senior Branch Premier Banker (SAFE) role

• 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
• Ability to work a schedule that will include most Saturdays
• FINRA Series 6 and Series 63, or FINRA-recognized equivalents, active or completed within a designated timeframe
• Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
• FINRA Series 65, or equivalent, required within a specified period in designated states
• State Insurance license(s), active or completed within a designated timeframe
• Required FINRA licenses must be obtained and maintained for continued employment
• Enhanced financial fitness and criminal background standards
• SAFE registration required at the time of employment
• Loan Originators must meet LO/CFPB requirements
• Compliance with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
• Position is not eligible for Visa sponsorship
• Desired: experience recommending financial products and translating customer goals into recommendations
• Desired: experience sourcing, acquiring, and deepening relationships through outreach and internal partnerships
• Desired: experience managing a book of business and documenting planning conversations
• Desired: experience coaching or supporting peers
• Desired: financial services industry experience
• Desired: 3+ years of experience in a licensed financial services position
• Desired: successfully completed FINRA Series 6 and 63 exams or recognized equivalents
• Desired:
  State Insurance license(s)

Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proven ability to grow and manage a book of business while delivering tailored banking solutions.

• Customer Relationship Management
• FINRA Series 6 and 63
• Securities Industry Essentials (SIE)
• State Insurance License
• Book of Business Management

• Financial Product Recommendations
• Risk Oversight
• Goals-Based Planning
• Documentation Management
• Self-Service Banking Education

• Effective Communication
• Relationship Development
• Coaching and Support

• FINRA Series 6
• FINRA Series 63
• Securities Industry Essentials (SIE)
• State Insurance License

• Financial Services
• Compliance Standards
• Loan Originator Requirements
• Customer Service Experience
• Wealth Management

• Mobile Banking Solutions
• Banking Software