Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, San Jose

Category:
Banking

Contract Type:
Employment contract

Salary:

36.68 - 65.24 USD / Hour

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker to participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. The role involves acquiring new affluent consumer and small business customers, deepening existing relationships, advising customers on financial options, and managing risks in the business.

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 to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise some independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking options and services to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs

Requirements:

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to work holidays and weekends
Adherence to Wells Fargo sales practices risk management culture
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
FINRA Series 6 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment
Compliance with state law registration and licensing requirements is mandatory
State Insurance license(s) are required for this role and must be completed within a specified period of time
This position requires SAFE registration at the time of employment

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 06, 2025

Expiration:
June 14, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Branch Premier Banker

Wells Fargo

Location:United States, San Jose

Category:Banking

Contract Type:Employment contract