Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Lakeland

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Branch Premier Bankers proactively acquire and deepen relationships with affluent customers and small business clients, provide financial advice, recommend banking products and services, and manage risks in accordance with policies and regulations. The position requires extensive customer service skills, financial industry knowledge, and licensing such as FINRA Series 6, 63, and state insurance licenses.

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
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, and 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
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
Exercise independent judgement and discretion in managing client relationships through regular meetings
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing 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
State Insurance license(s)
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required or must be completed within a specified period
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.

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) to qualify for immediate registration
Knowledge and understanding of financial services consumer lending products
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.

What we offer:

Robust benefits
competitive compensation
programs designed to help find work-life balance and well-being.

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker