Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Mountain Brook

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker to provide banking, credit, and investment solutions to affluent customers. Responsible for acquiring new clients, advising on financial options, and adhering to compliance regulations. Provides guidance to colleagues, builds strong relationships, and manages risks.

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 through 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 to meet those needs
Understand and manage risks in the business by adhering to policies, procedures, and controls
Collect information directly from customers regarding income, assets, investments, and credit to develop customized plans
Build relationships with branch colleagues, affluent customers, and partners to retain relationships and help customers succeed financially
Exercise independent judgment and discretion in managing client relationships
Participate in the Branch Banking Licensed Banker licensing program as required

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
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents)
State Insurance license(s) are required for this role and must be completed within a specified period
Compliance with SAFE Mortgage Licensing Act of 2008 and Regulation Z (LO)
Licensing requirements determined by number of licenses needed and communicated upon offer acceptance

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
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents)
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 and share the value of 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
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others

What we offer:

Robust benefits
Competitive compensation
Programs designed to help find work-life balance and well-being
Opportunities for community engagement
Celebrated for being your authentic self

Additional Information:

Job Posted:
September 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker