Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Poway

Category:
Banking

Contract Type:
Employment contract

Salary:

37.00 - 65.50 USD / Hour

Save Job

Apply Position

Job Description:

Senior Branch Premier Banker position at Wells Fargo focusing on acquiring and maintaining relationships with affluent consumer and small business customers, providing financial advice, and partnering with various banking divisions to meet client needs.

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 across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
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 to small business customers
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 experience handling complex transactions
Proficient with proactively sourcing, acquiring, building relationships
Knowledge of book of business processes
Knowledge of Branch Banking compliance controls
Experience providing financial services consultation to small business customers
Knowledge of financial services consumer lending products
Experience mentoring and peer-coaching others

What we offer:

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

Additional Information:

Job Posted:
August 20, 2025

Expiration:
August 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Senior Branch Premier Banker