Senior Premier Banker San Luis Obispo Branch CA

4 days ago

San Luis Obispo, California, United States WELLS FARGO BANK Full time
Job Description

Why Wells Fargo:

At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. Our company culture is built on a foundation of teamwork, innovation, and a commitment to excellence. We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We also recognize and reward our employees for their contributions to the company's success.

About this Role:

We are seeking a Senior Branch Premier Banker to join our team in Consumer and Small Business Banking. As a Senior Branch Premier Banker, you will be responsible for acquiring new affluent consumer and small business customers, and deepening existing relationships, through outreach and pre-planned appointments. You will also review and analyze moderately complex customer concerns for possible resolution through discretionary application of applicable resolution protocols.

Key Responsibilities:

  • 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 through 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, consistent with clients' overall financial circumstances 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 judgment 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
  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
  • May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met

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

Preferred Qualifications:

  • 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
  • State Insurance license(s)
  • 3+ years of experience in a licensed financial services position
  • 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
  • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • 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

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