Senior Premier Banker
5 days ago
Wells Fargo is seeking a highly skilled and experienced 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 building and maintaining strong relationships with affluent customers and small business owners, providing them with personalized financial solutions and services.
Key Responsibilities- Acquire and Deepen Relationships: Proactively identify and acquire new affluent customers and small business owners, and deepen existing relationships through regular outreach and pre-planned appointments.
- Financial Solutions and Services: Review and analyze complex customer concerns and provide discretionary solutions through the application of applicable resolution protocols.
- Risk Management: Escalate banking-related issues or business risks that require in-depth evaluation and ensure compliance with applicable laws, rules, and regulations.
- Financial Knowledge and Understanding: Maintain deep knowledge and understanding of Wells Fargo's banking, credit, and investment financial solutions and services.
- Client Needs and Goals: Identify client needs and goals for business, mortgage, retirement, and investment services, and partner closely with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the previously identified needs and goals.
- Business Acumen: Use strong business acumen to provide financial services consultation to small business customers and understand and manage risks in the business.
- Experience: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Relationship Building: 3+ years of experience building and maintaining effective relationships with customers and partners.
- Product Recommendations: 3+ years of experience recommending products and services.
- Financial Services Experience: Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
- Product Knowledge: Experience recommending financial services products and services.
- FINRA Licenses: Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.
- State Insurance Licenses: State Insurance license(s) are required for this role and must be completed within a specified period.
- Work Schedule: Ability to work a schedule that may include most Saturdays.
- Compliance: Adherence to Wells Fargo sales practices risk management culture.
- FINRA Registration: 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.
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