Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Stillwater

Category:
Finance

Contract Type:
Employment contract

Salary:

34.00 - 60.00 USD / Hour

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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 new customers, deepening existing relationships, providing financial advice, and maintaining knowledge of financial solutions, while adhering to risk and compliance policies.

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
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
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
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
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
Exercise independent judgment and discretion in managing client relationships through meetings to review financial condition and goals
Understand and manage risks in the business by adhering to policies, procedures and controls

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
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
State Insurance license(s) are required for this role and must be completed within a specified period

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
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 to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of compliance controls, risk management, and loss prevention
Experience using strong business acumen to provide financial services consultation to small business customers

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:
October 02, 2025

Expiration:
October 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker