Wells Fargo
Financial Services
SeniorPremierBanker
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Premier Banker at Wells Fargo. Skills: Relationship management, Financial strategy, Sales acquisition. Acquire affluent customers. Deepen existing relationships”
What You'll Achieve.
Grow book of business; Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Support control outcomes
Industry & Context.
Work Saturdays, Active licenses required
What They're Looking For.
Must Have
4+ years customer service experience, 3+ years building customer relationships, 3+ years recommending products/services, FINRA Series 6 and 63 exams, State Insurance license(s), Securities Industry Essentials (SIE) exam
Nice to Have
Recommending financial products, Proactively source and acquire customers, Manage a book-of-business, Support peers, Financial services industry experience, 3+ years licensed financial services, FINRA Series 65 examination
What You'll Do.
Acquire affluent customers
Deepen existing relationships
Lead discovery conversations
Deliver banking and credit strategies
Serve as financial partner
Provide multi-product guidance
Partner with professionals
Coordinate warm introductions
Champion digital adoption
Demonstrate risk excellence
Complete licensing requirements
How You'll Work.
Team & Collaboration
Partner with professionals; Advise colleagues
Communication Scope
Clear communication; Empathy; Build credibility
Full Job Description
**About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. **In this role you will:** * Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments * Lead discovery‑dr
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