Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Santa Fe

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers, deepen existing relationships, and advise customers on financial options and services. This role requires maintaining knowledge of Wells Fargo's banking, credit, and investment solutions while managing risks and ensuring compliance with regulations.

Job Responsibility:

Proactively acquire new affluent consumer and small business customers
Deepen existing relationships through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for resolution
Escalate banking related issues or business risks
Advise customers on financial options and services
Maintain knowledge of Wells Fargo’s banking, credit, and investment solutions
Identify client needs and partner with peers to best meet financial goals
Manage risks by adhering to policies, procedures, and compliance
Build relationships with branch colleagues and affluent customers
Provide advice on banking services during regular meetings
Be an active member of the branch team
Provide guidance to other branch employees

Requirements:

4+ years of customer service experience
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Successfully completed FINRA Series 6 and 63 exams or recognized FINRA equivalents
State Insurance license(s)
Knowledge and understanding of financial services consumer lending products
Knowledge of the book of business processes
Ability to educate customers on digital banking options
State-specific licensing requirements such as FINRA Series 65 depending on the state of employment

Nice to have:

Experience recommending financial services products and services
Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking
Customer service focus with experience handling complex transactions
Experience mentoring and peer-coaching others

What we offer:

Robust benefits
Competitive compensation
Programs designed for work-life balance
Well-being support
Opportunities to invest in the community
Celebrated for authenticity
Recognized as top workplace in 2025

Additional Information:

Job Posted:
September 30, 2025

Expiration:
October 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Branch Premier Banker