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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Premier Banker

Retail & Commercial BankingPosted on Nov 11
Full-timeNo salary listed

About the Job

Requirements

  • At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 3 years of experience building and maintaining effective relationships with customers and partners.
  • At least 3 years of experience recommending products and services.
  • FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s) must be active or completed within a designated timeframe; the Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
  • FINRA Series 65 (or equivalent) must be completed within a specified period when hired in the listed states: Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Mexico, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Wyoming allows referral-only licensed bankers to receive IAR registration without the Series 65/66 exam requirement.
  • SAFE registration is required at employment. Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards concerning financial responsibility, character, fitness, and criminal background.
  • Required FINRA licenses must be obtained and maintained for continued employment, and candidates must meet enhanced financial fitness and criminal background standards.
  • Ability to work a schedule that includes most Saturdays.

Responsibilities

  • Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and pre-planned customer appointments.
  • Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews aligned with customers’ life stages and evolving financial needs.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and management of complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations to support risk and control outcomes.

Desired Qualifications

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations.
  • Ability to proactively source, acquire, and deepen relationships through outreach and internal partnerships that support the customer experience.
  • Experience managing a book of business, documenting planning conversations, and following through consistently to drive retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to strengthen team performance and customer impact.
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
  • Financial services industry experience in consumer banking, home lending, business banking, or investments.
  • At least 3 years of experience in a licensed financial services position.
  • Successful completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • State insurance license(s).

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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