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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Branch Premier Banker

Retail & Commercial BankingPosted on Nov 13
Full-timeBrooklyn, NY, USAIn-person

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 licenses must be active or completed within a designated timeframe; for FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period, subject to state regulatory requirements.
  • Required FINRA licenses must be obtained and maintained for continued employment.
  • Must complete SAFE registration at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
  • Must meet enhanced financial fitness and criminal background standards; Wells Fargo begins the FINRA review after an offer is accepted.
  • Must be able to work a schedule that includes most Saturdays.
  • The position is not eligible for visa sponsorship.

Responsibilities

  • Acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned customer appointments.
  • Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner by providing comprehensive multi-product guidance and ongoing reviews for customers’ changing needs and life stages.
  • Coordinate with Wealth, Home Lending, and Business Banking partners to make warm introductions, set expectations, and personally help convert qualified opportunities into closed outcomes.
  • Educate customers about self-service and mobile banking options to increase digital adoption, satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and managing complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
  • Open accounts, handle service requests, and support customers’ everyday banking needs.

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 licenses.

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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