Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Salt Lake City

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker in Consumer and Small Business Banking, as part of Branch Banking. The position involves acquiring affluent customers, deepening relationships, and advising clients on financial solutions while ensuring compliance with policies 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 though 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 in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances

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
State Insurance license(s) are required for this role and 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
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements

Nice to have:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Experience recommending financial services products and services
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Customer service focus with experience handling complex transactions across multiple systems
Excellent verbal, written, and interpersonal communication skills
High motivation with ability to successfully meet team objectives while maintaining individual performance
Knowledge and understanding of financial services consumer lending products

What we offer:

Living the Well Life means you’re supported in life, not just work
having 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
recognized in the top three on the LinkedIn Top Companies list of best workplaces to grow your career in the U.S.

Additional Information:

Job Posted:
September 01, 2025

Expiration:
September 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker