Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking. This role involves acquiring and deepening client relationships, providing financial advice, managing risks, and building partnerships within the branch.

Job Responsibility:

Proactively acquire new affluent consumer and small business customers and deepen existing relationships
review and analyze moderately complex customer concerns for possible resolution
escalate banking related issues or business risks that require an in-depth evaluation
advise customers on various 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 and partner closely with peers to meet those needs
understand and manage risks by adhering to policies and procedures
collect and analyze customer information to develop customized plans
build relationships with branch colleagues, affluent customers, and partners
manage client relationships through regular meetings to review financial condition and goals
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
current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents)
state insurance license(s)
adherence to Wells Fargo sales practices risk management culture
ability to work a schedule that may include most Saturdays
obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses
ability to interact with integrity and professionalism with customers and employees

Nice to have:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents)
customer service focus with experience handling complex transactions across multiple systems
knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers
knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
ability to educate and connect customers to technology and share self-service digital banking options
experience using strong business acumen to provide financial services consultation to small business customers
knowledge and understanding of financial services consumer lending products
experience mentoring and peer-coaching others

What we offer:

Robust benefits
competitive compensation
programs designed to help achieve work-life balance and well-being

Additional Information:

Job Posted:
September 25, 2025

Expiration:
October 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Branch Premier Banker