Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Nashville Brentwood

Category:
Banking

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, as part of Branch Banking. Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). 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.

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 closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
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
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 on developing relationships and managing moderately complex to complex client needs

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
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams
State Insurance license(s)
3+ years of 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 follow policies, procedures, and regulations
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

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)
3+ years of 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 follow policies, procedures, and regulations
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:

Robust benefits
Competitive compensation
Programs designed to help you find work-life balance and well-being
Rewarded for investing in your community
Celebrated for being your authentic self
Empowered to grow

Additional Information:

Job Posted:
June 12, 2025

Expiration:
June 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker