Senior Branch Premier Banker

About This Role

Proactively acquire new affluent consumer and small business customers, deepen existing relationships, and advise them on various financial options and services. This role also involves identifying client needs for business, mortgage, retirement, and investment services while managing risks and ensuring compliance.

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
• 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 judgement 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

Requirements

• 4+ years of customer service experience
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services
• FINRA Series 6 and Series 63 (or FINRA recognized equivalents) or ability to complete within a specified period
• Ability to obtain State Insurance license(s) within a specified period
• SAFE registration at the time of employment

Qualifications

• 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education, along with 3+ years of experience building and maintaining effective customer relationships and 3+ years recommending products and services.

Nice to Have

• Financial services industry experience in 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
• 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
• 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
• FINRA Series 65 (or equivalent) in specific states

Benefits