Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Thornton, Colorado

Category:
Banking

Contract Type:
Employment contract

Salary:

30.58 - 54.33 USD / Hour

Save Job

Job offer has expired

Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker in Consumer and Small Business Banking, involving tasks such as acquiring new customers, maintaining client relationships, advising on financial products, and ensuring risk compliance.

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
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 to best meet the clients' needs
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
Develop customized banking and financial plans
Build relationships with branch colleagues, affluent customers, and partners
Exercise independent judgment and discretion in managing client relationships
Provide guidance to other branch employees on developing relationships and managing moderately complex to 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
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
Experience in the financial services industry 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

Nice to have:

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 to actively manage a group of Wells Fargo customers to meet their needs and grow the business
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

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 13, 2025

Expiration:
June 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Senior Premier Banker