Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Laguna Niguel

Category:
Finance

Contract Type:
Employment contract

Salary:

33.61 - 59.76 USD / Hour

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker to acquire new customers, deepen relationships with existing clients, and provide financial advisory services. The role emphasizes maintaining knowledge of banking services, compliance with policies and regulations, and participating in licensing programs as necessary.

Job Responsibility:

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking-related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals.

Requirements:

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required or must be completed within a specified period
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s)
State Insurance license(s).

Nice to have:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
Knowledge and understanding of financial services consumer lending products.

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement.

Additional Information:

Job Posted:
June 13, 2025

Expiration:
June 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Branch Premier Banker