Senior Premier Banker

About This Role

This role involves building and maintaining relationships with affluent customers, analyzing their financial needs, and advising them on banking, credit, and investment solutions. You will proactively acquire new customers, deepen existing relationships, and ensure compliance with financial regulations.

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
• 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
• 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
• 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
• 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
• SAFE registration

Qualifications

• 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to Have

• 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
• 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
• 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

Benefits

Certifications