Senior Premier Banker

14 hours ago

Sarasota, Florida, United States Quality Talent Group Full time
Job Title: Senior Premier Banker

We are seeking a highly skilled and experienced Senior Premier Banker to join our team. As a Senior Premier Banker, you will be responsible for building and maintaining strong relationships with our affluent customers, providing them with personalized banking solutions and services.

About the Role:

The Senior Premier Banker will be responsible for:

  • Acquiring new affluent customers and deepening existing relationships through proactive outreach and pre-planned appointments
  • Reviewing and analyzing complex customer concerns for possible resolution through discretionary application of applicable resolution protocols
  • Escalating banking-related issues or business risks that require an in-depth evaluation
  • Advising customers on various aspects of recommended and available financial options and services
  • Maintaining deep knowledge and understanding of Wells Fargo's banking, credit, and investment financial solutions and services
  • Identifying client needs and goals for business, mortgage, retirement, and investment services, then partnering 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
  • Understanding and managing risks in the business by adhering to policies, procedures, and controls and ensuring compliance with applicable laws, rules, and regulations
  • Collecting information directly from customers regarding income, assets, investments, and credit; analyzing information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
  • Building relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
  • Exercising 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
  • Being 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:

To be successful in this role, you will need:

  • 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
Desired Qualifications:

We are looking for candidates with:

  • 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
  • Bilingual in Spanish
Job Expectations:

This role requires:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • 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. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

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