Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Indian Trail
Matthews
Monroe

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Branch Premier Banker role in Consumer and Small Business Banking, part of Branch Banking. Responsible for acquiring new affluent customers, deepening existing relationships, providing financial advice, and partnering with various banking divisions to meet client financial goals.

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 various financial options and services
Maintain deep knowledge of Wells Fargo's banking, credit and investment solutions
Identify client needs and goals for business, mortgage, retirement, and investment services
Partner with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
Understand and manage risks by adhering to policies and compliance requirements
Collect customer financial information and analyze to develop customized plans
Build relationships with branch colleagues, affluent customers, and partners
Exercise independent judgement in managing client relationships
Be an active member of the branch team providing guidance to other 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
Financial services industry experience
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents)
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Knowledge and understanding of book of business processes
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology
Experience using strong business acumen to provide financial services consultation
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism
High motivation with ability to successfully meet team objectives
Experience mentoring and peer-coaching others

Nice to have:

Financial services industry experience
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with complex transaction experience
Knowledge of book of business processes
Knowledge of Branch Banking compliance controls
Experience mentoring and peer-coaching others

What we offer:

Competitive salary
Robust benefits package
Programs to support work-life balance and well-being
Community investment rewards
Recognition for authentic self
Career growth opportunities

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Branch Premier Banker