Senior Premier Banker

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments Deepen existing customer relationships through discovery-driven conversations and 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 across deposits, lending, and investments Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners 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, **escalate issues**, and follow policies and regulations Complete the temporary Licensed Banker LP role until licensing requirements and SAFE registration are completed, then transition to Senior Branch Premier Banker (SAFE) Requirements 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 Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments Experience coaching or supporting peers 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 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 September 30, 2018 FINRA Series 65 or equivalent required within a specified period in 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 Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background This position is not eligible for Visa sponsorship Ability to work a schedule that includes most Saturdays Core Competencies Demonstrates expertise in customer relationship management, financial product recommendations, and strategic outreach to acquire and deepen client relationships. Proficient in managing a book of business across deposits, lending, and investments while adhering to regulatory requirements. Highest-signal resume keywords Customer Relationship Management Financial Product Recommendations Book Of Business Management FINRA Series 6 And 63 SAFE Registration Hard Skills Customer Service Experience Proactive Outreach Documenting Planning Conversations Coaching Peers Financial Product Knowledge Investment Strategies Lending Solutions Deposits Management Multi-Product Guidance Regulatory Compliance Soft Skills Relationship Building Effective Communication Judgment Problem Solving Team Collaboration Certifications & Qualifications FINRA Series 6 FINRA Series 63 State Insurance License Securities Industry Essentials (SIE) FINRA Series 65 Industry Keywords Financial Services Consumer Banking Home Lending Business Banking Investments Client Needs Assessment Enhanced Financial Fitness LO/CFPB Requirements Tools & Technologies Mobile Banking Solutions Self-Service Banking Options #J-18808-Ljbffr Jobtailor