Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Ridgeland

Category:
Finance

Contract Type:
Employment contract

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. The role involves acquiring new customers, deepening relationships, analyzing customer concerns, advising on financial solutions, maintaining deep knowledge of Wells Fargo’s offerings, managing risks, and partnering with peers to support customer needs. The position also includes compliance with licensing requirements and regulations.

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
Advise customers on various aspects of financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit, and investment financial solutions
Identify client needs for business, mortgage, retirement, and investment services
Partner closely with peers to address specific customer needs
Understand and manage risks by adhering to policies, procedures, and controls
Collect income, assets, investments, credit information from customers
Analyze and develop customized plans identifying Wells Fargo's banking options
Build and retain relationships with colleagues, customers, and partners
Manage client relationships through regular meetings
Provide guidance to other branch employees on 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
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) is required for this role or must be completed within a specified period
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
State Insurance license(s) are required for this role and must be completed within a specified period
SAFE registration and compliance with Mortgage Licensing Act of 2008 requirements
Ability to work most Saturdays
Meeting the Consumer Financial Protection Bureau qualification requirements
Adherence to Wells Fargo sales practices risk management culture
Maintaining financial fitness and passing criminal background standards

Nice to have:

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)
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
Experience mentoring and peer-coaching others

What we offer:

Living the Well Life program focused on work-life balance and well-being
Competitive compensation
Robust benefits
Career growth opportunities
Recognition as top workplace from LinkedIn Top Companies list

Additional Information:

Job Posted:
June 25, 2025

Expiration:
July 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker