Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Washington D.C.

Category:
Banking

Contract Type:
Employment contract

Salary:

33.61 - 59.76 USD / Hour

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. The role involves proactively acquiring new affluent consumer and small business customers, deepening existing relationships, reviewing and analyzing customer concerns, advising on financial options, and maintaining deep knowledge of Wells Fargo’s financial solutions. The position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.

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 possible resolution
Escalate banking related issues or business risks
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
Partner with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
Understand and manage risks in the business
Collect information directly from customers regarding income, assets, investments, and credit
Analyze information to develop customized plans
Build relationships with branch colleagues, affluent customers, and partners
Exercise independent judgement and discretion in managing client relationships
Be an active member of the branch team
Provide guidance to other branch 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 in 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)
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 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

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)
Experience in a licensed financial services position
Customer service focus with experience handling complex transactions
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
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 educate and connect customers to technology
Experience using strong business acumen to provide financial services consultation
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

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 16, 2025

Expiration:
June 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker